Claudia Johnston is a registered investment advisor at Fairvoy Private Wealth, LLC, based in Birmingham, AL, with 21 years of industry experience. Claudia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 433 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fairvoy Private Wealth charges a maximum of 1.50% annually for portfolio management services. This fee is negotiable and billed quarterly in advance, based on the value of your account. Adjustments are made for large deposits or withdrawals. Financial planning is typically included for investment management clients. For assets held away from the firm's custodian, fees are calculated according to the portfolio management fee schedule and deducted from another account managed by the firm.
Location
One Perimeter Park South, Suite 300 S, Birmingham, AL, 35243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fairvoy Private Wealth, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Goldman, Sachs & CO.Broker
State Registrations1 state
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