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The Fauser Group, LLC (Mercer Island)


The Fauser Group, LLC is an adviser based in Mercer Island. It manages $40 million of regulatory assets for 350 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Washington.

The Fauser Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Fauser Group: assets under management

The assets under management (AUM) of The Fauser Group, LLC is $40 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.29 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Fauser Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mercer Island

The principal office where The Fauser Group, LLC performs its advisory services is located at 7785 Sunset Highway Se, Mercer Island, WA 98040, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-466-2542. The normal business hours are by appointment only on Monday - Friday.


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