Fama Fiduciary Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$118,602,018
Clients
59
Advisors
1
of 1 employees
About
Fama Fiduciary Wealth LLC is an independent, fee-only investment adviser managing roughly $119 million for about 60 clients, primarily individuals and families, while also serving trustees, executors, qualified retirement plans and business entities. Its advisory services center on discretionary investment management, portfolio construction and assistance with account establishment, and it refers clients to tax, legal and real estate professionals when appropriate.
The firm’s investment approach emphasizes asset allocation, diversification and principles of Modern Portfolio Theory, typically using no‑load mutual funds and exchange‑traded funds and seeking to avoid excessive trading. It charges fees based on a percentage of assets under management and provides periodic account reviews and performance or position reporting to clients.
Noteworthy features disclosed in the brochure include an affiliation with an attorney’s law practice—sharing office space and making reciprocal recommendations with conflicts disclosed—and routine referrals to real estate brokers and title agencies. The firm also advises corporate and institutional clients, including pension and profit‑sharing plans, and highlights adherence to the CFA Institute Code of Ethics and voluntary Real Fiduciary Practices as part of its governance and ethical framework.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for limited services negotiated and agreed upon prior to rendering services.
$0 - $1,000,000: 0.95% annually $1,000,001 - $5,000,000: 0.55% annually $5,000,001+: Negotiable
Hourly rate for limited or one-time account review services negotiable up to $500 per hour.
Fee-only: Fee-only advisory firm; fees calculated quarterly in arrears based on AUM as per tiered schedule.
Main office
13610 Barrett Office Drive, Suite 203
Manchester MO 63021
Advisors at this office
1
Most active in
Florida · Missouri · New York
Also doing business as
Andrew J. Fama Asset Management · Andrew J. Fama Asset Management, LLC · Dimensional Wealth Management LLC · Fama Fiduciary Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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.
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