F
Fichter & Co. Investors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,120,000
Clients
27
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$115,556
About
Fichter & Co. Investors provides investment advice and portfolio management primarily to individual clients while also serving a variety of institutional and non‑profit entities, operating under an asset‑based (percentage‑of‑AUM) fee model. The firm’s Form ADV reports approximately $3.12 million in assets under management across 27 client relationships.
The advisor delivers individualized portfolio management and investment consultations, working directly with clients to implement and monitor portfolios and align strategies with client objectives. Services are structured around account‑level management and periodic review typical of independent advisory practices.
Notably, the firm’s client mix includes several institutional and organizational types that are atypical for an independent adviser of its size—listed in its filing are relationships with a sovereign wealth fund, banking or thrift institutions, state or municipal governments, insurance companies, other investment advisers, charitable organizations, corporate entities, and pension or profit‑sharing plans. That breadth of institutional clients, given the modest AUM and limited client base, distinguishes its practice from many peers that focus predominantly on individual retail clients.
Client services
Financial planning
Portfolio management
Fee options
Main office location
Fichter & Co. Investors
Duxbury MA, United States
Number of offices
1
Most active in
Fichter & Co. Investors has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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