Fama Fiduciary Wealth LLC

Fama Fiduciary Wealth LLC, established in 2001 as Andrew J. Fama Asset Management, is a New York-based firm specializing in investment management services for individuals, families, trustees, retirement plans, and businesses. The firm, now known as Fama Fiduciary Wealth LLC, is owned and managed by Andrew J. Fama, a Real Fiduciary™ Advisor who voluntarily subscribes to the practices outlined by the Institute for the Fiduciary Standard. As a fee-only advisory firm, Fama Fiduciary Wealth LLC does not sell commissioned products and charges fees based on a percentage of assets managed. The fee schedule ranges from 0.95% for the first $1 million to negotiable rates for amounts exceeding $5 million. The firm primarily utilizes no-load mutual funds and ETFs in client portfolios, focusing on asset allocation and diversification strategies based on individual risk profiles and investment objectives. With assets under management totaling $86,833,521 as of December 31, 2024, the firm exercises discretionary authority over client accounts, providing periodic reviews and performance monitoring. Fama Fiduciary Wealth LLC recommends the Institutional Wealth Services platform of Fidelity Investments as the custodial broker-dealer for client accounts. The firm upholds a Code of Ethics and maintains a commitment to client privacy and data protection. Clients receive full disclosure of potential conflicts of interest and are encouraged to review and acknowledge the firm's Privacy Promise annually.