Disclosures

The firm’s Form ADV brochures, its privacy notice, and where to find its public regulatory record.

Form ADV

Form ADV describes the firm’s services, fees, and conflicts of interest. Clients receive the brochure before entering an advisory agreement and each year afterward.

Public record

Additional information about Fauchard Investments is available on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov, which carries the firm’s current registration, filing history, and Form ADV Part 1. Search it by the firm’s CRD number, 342056.

Privacy

The firm’s privacy notice describes what client information it collects, how that information is used and protected, and the choices clients have. Clients receive it when the relationship begins and each year afterward.

Read the Privacy Notice

Fees

The firm is fee-only and is compensated solely through advisory fees paid by clients. The schedule is Item 5 of the Form ADV Part 2A and is published in full at Fees.

Tools on this site

The analyses on this site are educational and general. The data behind them, the assumptions they make, and their limits are set out in full.

Methodology and assumptions