A complete list of active advisors currently associated with Fama Fiduciary Wealth LLC
Warmer can help you find a great advisor at Fama Fiduciary Wealth LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Fama Fiduciary Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Manchester, MO
| 5
|
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