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Andrew John Fama

Fama Fiduciary Wealth LLC

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About Andrew John Fama

Andrew Fama is an investment advisor representative who has been in the industry since June of 2001. Andrew is registered with the state of New York and holds the Series 65 license. Andrew is affiliated with Fama Fiduciary Wealth LLC. Andrew is a sole proprietor and also operates his own legal practice and real estate brokerage. Andrew's specialties include financial planning, pension consulting, and portfolio management.

Firm Information

Andrew Fama is currently registered with Fama Fiduciary Wealth LLC. Fama Fiduciary Wealth LLC is a registered investment advisor based in Rochester, NY. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and other individuals. Fama Fiduciary Wealth LLC manages approximately $79.4 million in assets for 216 clients.
Fama Fiduciary Wealth LLC

3445 WINTON PLACE

ROCHESTER, NY 14623

$79.45M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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website

Website

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Fama’s Registration & Firm History

NY

07/08/2021 - Present

Fama Fiduciary Wealth LLC (ROCHESTER NY)

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Licenses & Designations

IA

Issued 05/14/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew John Fama.
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