Fangorn Wealth Management is an independent Registered Investment Advisor based in Washington State. We are a fee-only financial advisor and a fiduciary. We do not charge performance fees and we do not accept or receive any commissions or other payments from sales or recommendations of stocks, funds, insurance products or annuities. Please see our Form ADV2 for further details.
“Cash rules everything around me.
C.R.E.A.M., get the money.
Dollar Dollar bill, y’all.”
Long Relationships
The firm values long and collaborative relationships, and believes our clients should enjoy a financial benefit from the expertise we have gained over the long time spent working with you. Accordingly, we offer discounts on portfolio management asset-based fees of:
10% after three years;
20% after seven years;
30% after 15 years of being a client.
Clients who use us for Portfolio Management also enjoy reduced hourly financial planning fees, with further reductions applicable as assets subject to the asset-based fees increase:
$100,001-$250,000: $100/hr
$250,001-$750,000: $75/hr
$750,001-$3,000,000: $50/hr
Over $3,000,000: complimentary, with rare exceptions to be agreed in advance.
“Ain’t no money in poetry;
That’s what sets the poet free;
And I’ve had all the freedom I can stand....”
Island Residents and Veterans
I love living on Vashon and our Veterans have protected the waters of Puget Sound since the Pig War of 1859, so the firm offers a discount of $250 dollars off per year, applied as a $50 per hour discount on hourly fees (or on the final quarterly bill for portfolio management clients) for:
Residents (denoted by billing address) of Vashon Island, Bainbridge Island, and the San Juans (residents of Mercer “Island” should be happy they aren’t subject to a 3X surcharge!);
U.S. Veterans and US Department of Veteran Affairs Employees.
Just Getting Started
It’s important to get off on the right foot financially, and at the same time, my partner and I remember having to repay more than $500,000 of law school and medical school loans. Accordingly, we offer a discount of $500 off per year, applied as a $50 per hour discount on hourly fees (or on the final quarterly bill of portfolio management clients) for:
Medical professionals in medical school, residency, fellowships, or within three years following completion of their degree program (e.g. Nursing School, Physician's Assistant School), and
Lawyers within three years of completion of JD (or LLM), excluding years spent clerking.
Note: All discounts stack, so feel free to move to Vashon (+$250 in discounts), go serve in the U.S. military (+$250 in discounts), and then work for the VA (+$250 in discounts) as soon as you finish your residency program (+500 in discounts). And, of course, remain a customer for 15 years!