Mark Weiskind is a CFP, PFS-designated registered investment advisor at Fairway Wealth Management LLC, based in Independence, OH, with 24 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 322 clients with $3B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Subject to a minimum annual fee of $15,000. Fees may be charged as a fixed annual retainer in lieu of an asset-based fee.
Fee Estimator
Location
6055 Rockside Woods Blvd., Suite 330, Independence, OH, 44131
Get directionsHistory
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
Fairway Wealth Management LLC
Previous Registrations
Fairway Wealth Management LLC
Deloitte & Touche Investment Advisors LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kristen Kuzma, CFPFairway Wealth Management LLC
- Brian Tullio, CFPFairway Wealth Management LLC
- Franco Diliberto, CFPFairway Wealth Management LLC
- Daniel Shomper, CFPFairway Wealth Management LLC
- Charles Avarello, CFPFairway Wealth Management LLC
- Christopher Martin, CFPFairway Wealth Management LLC