The Fauser Group, LLC

The Fauser Group, LLC, based in Mercer Island, WA, was established in 2016 by Michael Fauser. As a fiduciary, the firm acts in clients' best interests, offering asset management and investment consulting services. Clients receive comprehensive investment advisory services, including financial planning and consultation, tailored to their financial goals and risk tolerance. The firm manages investment portfolios on a separately-managed account basis for individuals, high net worth individuals, trusts, businesses, and non-profit organizations. The investment strategy includes multiple asset classes like stocks, bonds, commodities, and real estate, with a preference for exchange-traded funds and individual issues over mutual funds. Fees are charged based on a percentage of assets under management, with annualized fees billed monthly. The firm does not offer a wrap fee program and does not charge performance-based fees. Clients have the option to provide the firm with investment discretion, allowing the firm to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure due to specific criteria not being met. For more details, clients can contact Michael Fauser, the Chief Compliance Officer.