Thomas Fairfax
Thomas Fairfax is a CFP-designated registered investment advisor at Highland Consulting Associates INC., based in Cleveland, OH, with 6 years of industry experience. Thomas 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 1 more. Their firm serves 166 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Highland's annual fees for investment advisory services are based on a percentage of the value of your portfolio and can vary depending on the scope of the engagement. Fixed fee arrangements may be negotiated. A minimum portfolio size is generally required, but this may be negotiable.
Location
159 Crocker Park Blvd., Suite 350, Cleveland, OH, 44145-8132
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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
Highland Consulting Associates INC.
Previous Registrations
Raymond James Financial Services
Family Wealth Counselors, INC. (not "waelth")
Linsco/private Ledger CORP.
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.