Fayerweather Management, LLC
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Overview
Fayerweather Management, LLC operates as an advisory firm located in Cambridge, Massachusetts. The firm administers $457.9 million in assets throughout two client accounts, placing it among the larger financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 2 financial advisors. Fayerweather Management, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as stocks, options and bonds.
Fayerweather Management, LLC administers all of its client assets on a discretionary basis. Discretionary management signifies that transaction judgments for the client's account are made by a portfolio manager without requiring client approval. The firm administers an average of $228.9 million in assets for every account. The typical financial advisor at Fayerweather Management, LLC oversees around one client account, placing it among the most personalized advisor firms in the country.
Fayerweather Management, LLC's headquarters is at 5 Revere Street, Cambridge, Massachusetts 2138. It is legally registered to provide services to clients in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fayerweather Management, LLC by the Numbers
$457.9 million
3
2
$228.9 million
Fee Structure
Fees charged by financial advisors are based on the type of financial services offered. Fee types billed by the firm likely consist of the following fee structures: asset-based or performance-based. Fayerweather Management, LLC does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its two accounts, Fayerweather Management, LLC's largest client group is pooled investment vehicles. None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fayerweather Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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