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Sarah Kleinstiver

10 Years of Experience
Northville, MI

Sarah Kleinstiver is a registered investment advisor at Fairlane Investment Advisors INC, based in Northville, MI, with 10 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 133 clients with $75M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
133 clients
Average Client Portfolio
$560K average
Assets Under Management
$74.5M

Fee Structure

Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $150K1.50%
$150K - $500K1.25%
$500K - $1000K1.00%
$1.0M - $2.0M0.80%
$2M+0.70%

Clients with a parent-child relationship may have values combined for a reduction in the percentage used to calculate their fees. Other client family relationships that existed prior to 2008 have been grandfathered. Employees of Fairlane Investment Advisors, their families, as well as soliciting representatives and their spouses may have their fees waived.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

21800 Haggerty Road Suite 112, Northville, MI, 48167

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fairlane Investment Advisors INC
December 2015 - Present · 10 yrs 5 mos
State Registrations3 states
FLMITX
Advisor

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
No exam information available for this advisor.