Financial Asset Management Corp

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Client assets under management

$433,342,038

Clients

204

51% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$2,124,226

About

Financial Asset Management Corporation provides financial planning, consulting and investment management to individuals (including high-net-worth clients), small business owners, and pension/profit-sharing plans. The firm manages approximately $436 million in client assets across discretionary and non-discretionary mandates and serves roughly 200 clients with a small advisory team.

FAM implements portfolios using model allocations informed by fundamental and cyclical analysis, primarily employing mutual funds and ETFs and, when appropriate, individual securities and Independent Managers. Its strategies are generally long‑term in orientation though short‑term trades can occur, and the firm does not engage in option‑writing or other aggressive trading approaches directly.

Noteworthy differences from many peers include a fee framework that emphasizes an initial planning fee followed by ongoing fixed quarterly fees set for multiyear periods, alongside legacy clients who remain on traditional asset‑based fee arrangements. The firm also maintains custodial access (including direct fee debit authority and standing letters of authorization) and receives institutional support from its recommended custodian, factors that can affect operational practices and create potential conflicts of interest to evaluate.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General tax planning General retirement planning College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $750,000: Initial Planning Fee $4,400; Quarterly Fee $2,200 $750,001 - $1,000,000: Initial Planning Fee $5,000; Quarterly Fee $2,500 $1,000,001 - $1,250,000: Initial Planning Fee $5,600; Quarterly Fee $2,800 $1,250,001 - $1,500,000: Initial Planning Fee $6,200; Quarterly Fee $3,100 $1,500,001 - $1,750,000: Initial Planning Fee $6,800; Quarterly Fee $3,400 $1,750,001+: Additional $600 Initial Fee and $300 Quarterly Fee for each $250,000 increase over $1,750,000

Other

Account minimum: $750,000 Minimum fee: Initial Planning Fee starting at $4,400 for up to $750,000 Investable Assets; Quarterly Fee starting at $2,200 for up to $750,000 Investable Assets Fee-only: Fixed initial and quarterly fees as per tiered schedule; some legacy clients charged 0.60% to 1.00% annually AUM fees

Main office location

Financial Asset Management Corp

26 South Greeley Ave

Chappaqua NY 10514, United States

Number of offices

Most active in

Connecticut · Florida · New Hampshire · New Jersey · New York · Pennsylvania

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 914-238-8900

Advisors at this firm

Viktoria K

CFP®

Chappaqua, NY

Financial Asset Management Corp

Viktoria Kamin is a CFP® professional at Financial Asset Management Corp with four years of industry experience. She has been with the firm since 2005. Financial Asset Management Corporation advises individuals, high-net-worth clients, small business owners, and certain pension and profit-sharing plans, providing financial planning, consulting, and investment management services. The firm employs a combination of model portfolios, independent managers, and tailored strategies using mutual funds, ETFs, and individual securities.

General tax planning General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Edward H

CFP®

Chappaqua, NY

Financial Asset Management Corp

Edward Hadad is a CFP® professional with four years of industry experience, currently serving as an advisor at Financial Asset Management Corp since 2020. Prior to this, he worked at the Institute for New Economic Thinking from 2014 to 2020. Financial Asset Management Corporation advises individuals, high-net-worth clients, small business owners, and certain pension and profit-sharing plans, providing financial planning, consulting, and investment management services. The firm employs a combination of fundamental and cyclical analysis to guide model portfolios and utilizes third-party Independent Managers to actively manage client assets.

General tax planning General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Scott K

CFP®

Chappaqua, NY

Financial Asset Management Corp

Scott Kahan is a CFP® professional with four years of industry experience. He is part of a four-advisor team at Financial Asset Management Corp, a firm registered since 1986. Financial Asset Management Corp provides financial planning, consulting, and investment management services to individuals, high-net-worth clients, small business owners, and certain pension and profit-sharing plans. The firm uses a combination of firm model portfolios and third-party Independent Managers, employing long-term and tactical strategies tailored to client risk tolerances and objectives.

General tax planning General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired

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