Ongoing Investment Management
For Individuals & Families
Whether you’re experiencing success within your career, your startup company or small business, a tailored investment portfolio can transform your outcomes. You may be seeking to save for retirement or build your wealth to support your children and future generations. We’ll sit down together to understand where you would like to go and how to best get there through a well-constructed investment strategy.
For a better understanding of our new client process, click here!
Our Investment Design Philosophy:
Risk Management
How it Works:
Understand Your Goals & Desired Risk Level
Get Started with a Complementary Risk AnalysisConstruct a Personalized Portfolio
Implement, Monitor & Rebalance
With FWM, Your Portfolio Will Be:
Customized
to You
Strategically & Dynamically Allocated
Macro-Aware &
Globally Allocated
Diversified &
Managed for Risk
Low-Cost
& Tax-Efficient
Learn About Socially Responsible Investing
If you’re interested in aligning your portfolio with your values, we can also tailor your portfolio according to Socially Responsible Investing (SRI) Standards.
Investment Design Fees
Account Value |
Annual Advisory Fee |
| $0 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.85% |
| $3,000,001 - $5,000,000 | 0.75% |
| $5,000,001 and Above | 0.50% |