Jane King is a CFP-designated registered investment advisor at Fairfield Financial Advisors, based in Wellesley, MA, with 31 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 160 clients with $300M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee rate applies only to assets in that tier. Fees may be lower based on certain criteria.
Fee Estimator
Location
20 William Street, Suite 260, Wellesley, MA, 02481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fairfield Financial Advisors
State Registrations2 states
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