This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2016
- Office Locations
- 1
Office Locations
About THE Fauser Group, LLC
The Fauser Group is a boutique, 100% referral-based financial planning and investment management firm focused on long-term client relationships through all seasons of life. Founded in 2004, it builds tailored, low-cost, tax-efficient portfolios aligned to client goals and provides retirement planning and tax strategies. The firm stresses collaborative, transparent advice with no proprietary product sales and uses Charles Schwab as custodian.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MICHAEL EARL FAUSER
Chief Compliance Officer, Owner, Principal Advisor
- CRD
- #2695008
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,830,040 | $360,914 |
| Non-Discretionary | $2,646,314 | $441,052 |
| Total | $314,476,354 | $361,467 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing