Fairlane Investment Advisors manages investment portfolios for individuals, including 401(k)s, 403(b)s, variable annuities, and brokerage accounts. They offer financial planning services covering investment analysis, retirement planning, education funding, insurance, and estate planning. Fairlane uses model portfolios tailored to individual client needs and risk tolerance. They monitor accounts and request updated client information quarterly.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $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.