A complete list of active advisors currently associated with Fichter & Co. Investors
Warmer can help you find a great advisor at Fichter & Co. Investors or one who fits your needs even better.
Fichter & Co. Investors provides investment advice and portfolio management primarily to individual clients while also serving a variety of institutional and non‑profit entities, operating under an asset‑based (percentage‑of‑AUM) fee model. The firm’s Form ADV reports approximately $3.12 million in assets under management across 27 client relationships. The advisor delivers individualized portfolio management and investment consultations, working directly with clients to implement and monitor portfolios and align strategies with client objectives. Services are structured around account‑level management and periodic review typical of independent advisory practices. Notably, the firm’s client mix includes several institutional and organizational types that are atypical for an independent adviser of its size—listed in its filing are relationships with a sovereign wealth fund, banking or thrift institutions, state or municipal governments, insurance companies, other investment advisers, charitable organizations, corporate entities, and pension or profit‑sharing plans. That breadth of institutional clients, given the modest AUM and limited client base, distinguishes its practice from many peers that focus predominantly on individual retail clients.
To learn more about the advisors currently working at Fichter & Co. Investors, 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 |
|---|---|---|
Duxbury, MA
| 32
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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