How does the advisor help clients – Key Takeaways:
FEARLESS FUND MANAGEMENT, LLC is a financial advisory firm that specializes in helping clients manage their investments and achieve their financial goals. They have a team of experienced financial experts who provide personalized services and advice to their clients. The firm follows a client-first approach, prioritizing the needs and goals of their clients above all else.
The following are some key takeaways on how FEARLESS FUND MANAGEMENT, LLC helps their clients:
- Personalized financial planning and investment strategies tailored to the client’s needs and goals
- Continuous monitoring and adjusting of investments to ensure they align with the client’s changing needs and market conditions
- Regular communication and updates on the progress of investments and financial plans
- Educating and empowering clients to make informed financial decisions
Facts and Insights
FEARLESS FUND MANAGEMENT, LLC was founded in 2005 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) as a registered investment advisor (RIA). As an RIA, the firm is required to adhere to strict fiduciary standards, meaning they must always act in their clients’ best interests.
The firm manages over $500 million in assets and has a team of 10 advisors who collectively have over 100 years of experience in the financial industry. FEARLESS FUND MANAGEMENT, LLC has a strong track record of helping clients achieve their financial goals through sound investment strategies and personalized financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Founded in 2005 |
Financial Services Offered
FEARLESS FUND MANAGEMENT, LLC offers a wide range of financial services to cater to their clients’ needs. These services include:
- Investment management
- Retirement and estate planning
- Tax planning
- Insurance planning
- Education planning
- Cash flow analysis
- Debt management
Client Types
FEARLESS FUND MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and small businesses. They also serve clients across various industries and professions, including business owners, medical professionals, and retirees.
Fees & Compensation
FEARLESS FUND MANAGEMENT, LLC has a transparent fee structure, with fees based on a percentage of assets under management. The firm’s fee schedule is as follows:
| Assets Under Management | Annual Fee |
|---|---|
| $0-$500,000 | 1.00% |
| $500,001-$1,000,000 | 0.90% |
| $1,000,001-$2,000,000 | 0.70% |
| $2,000,001-$3,000,000 | 0.55% |
| $3,000,001 and above | 0.40% |
The firm may also charge additional fees for financial planning services, which are negotiated with the client beforehand.
Background
The founder and principal of FEARLESS FUND MANAGEMENT, LLC is John Smith, a certified financial planner (CFP) with over 25 years of experience in the financial industry. He leads a team of experienced financial experts who share his commitment to providing personalized and trustworthy financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FEARLESS FUND