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.

Portfolio Management Fees

The Firm does not require a minimum account size to open and maintain an investment account, nor are there account opening and/or administration fees charged by the Firm to initiate portfolio management services. For the benefit of discounting the asset-based fee, the Firm will aggregate accounts for the same individual and (upon request) those accounts within the same household/family as identified in the engagement agreement. Portfolio management fees are blended - i.e. portfolio amounts in each tier are charged the corresponding fee. All fees are negotiable. See our Form ADV2 for more.

Ultimately, nothing should be more important to investors than the ability to sleep soundly at night.
— Seth Klarman

NB: Please also see the Discounts page, for longevity discounts applicable to these portfolio management fees after multiple years of being a client.