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Adele Goetz

Fairport Asset Management CORP
9 Years of Experience
Fairfield, CT
1 DisclosureMay Earn Commission
View SEC Summary
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Adele Goetz is a registered investment advisor at Fairport Asset Management CORP, based in Fairfield, CT, with 9 years of industry experience. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 51 clients with $12M in assets under management.

Fairport Asset Management CORP
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
51 clients
Average Client Portfolio
$230K average
Assets Under Management
$11.7M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Quarterly fee is 0.25%, which annualizes to 1.00%. Subject to a minimum quarterly fee of $62.50 ($250 annually). Fees are negotiable. Clients who joined prior to June 1997 may have different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1515 Black Rock Turnpike, Suite 102, Fairfield, CT, 06825

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History

Regulatory History (1)
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Judgment / Lien
January 2013
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Fairport Asset Management CORP
May 2017 - Present · 9 yrs 5 mos
State Registrations1 state
CT
Advisor

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Exams
No exam information available for this advisor.
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