The Fauser Group Fees & Minimum

Overview

Headquarters: Mercer Island, WA
Total Firm Assets: $314 million
Average High-Net-Worth Client Portfolio Size: $3.2 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: FORM ADV PART 2A - FIRM BROCHURE (2026-04-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.50%
$250,001	$500,000	1.25%
$500,001	$1,000,000	1.00%
$1,000,001	$2,500,000	0.85%
$2,500,001	$5,000,000	0.70%
$5,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,875	1.19%
$5 million	$42,125	0.84%
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 65.96%
Number of High-Net-Worth Clients: 65
Total Client Accounts: 870
Discretionary Accounts: 864
Non-Discretionary Accounts: 6

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 282351

FORM ADV PART 2A - FIRM BROCHURE (2026-04-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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