Shaun Mutch
Shaun Mutch is a registered investment advisor at Fairway Capital Advisors, based in Newport Beach, CA, with 17 years of industry experience. Shaun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 55 clients with $64M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fairway Capital Advisors offers Comprehensive Portfolio Management. The maximum annual fee charged for this service will not exceed 2.00%. Fees are negotiable and are billed monthly in advance based on the previous month's account balance. If a third-party investment manager is used, the combined annual advisory fee will not exceed 3.00%.
Location
620 Newport Center Dr., Newport Beach, CA, 92660
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Regulatory History (1)
Customer Dispute
November 2019Employment History
Current Registrations
Fairway Capital Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mercer Allied Company, L.P.Broker
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.