Fonville Wealth Management LLC
Fonville Wealth Management LLC (CRD# 155221) is a financial advisory firm headquartered in , . They manage $12,835,566 in 62 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts62ACCOUNTS
Average Account Value$207,025
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Katherine Fonville (CRD# 4802005) is an Investment Advisor Representative working at Fonville Wealth Management LLC in Richmond, VA and has over 13 years of experience in the finance industry.