Joseph Kubic is a registered investment advisor at Fairlane Investment Advisors INC, based in Northville, MI, with 15 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 133 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Clients with a parent-child relationship may have values combined for a reduction in the percentage used to calculate their fees. Other client family relationships that existed prior to 2008 have been grandfathered. Employees of Fairlane Investment Advisors, their families, as well as soliciting representatives and their spouses may have their fees waived.
Fee Estimator
Location
21800 Haggerty Road Suite 112, Northville, MI, 48167
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fairlane Investment Advisors INC
State Registrations1 state
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