Fairview Capital offers investment advice and manages portfolios for high-net-worth individuals, trusts, pension plans, charities, and businesses. Fairview Capital creates customized portfolios with stocks, bonds, mutual funds, and exchange-traded funds (ETFs) to meet specific financial goals. Fairview Capital also provides financial planning consulting services. Fairview Capital acts with discretion over client funds, which are held at a brokerage firm or bank.
Assets Under Management$2B
Clients233
AdvisorsN/A
Avg. per Client$8.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
For foundations, Fairview Capital generally provides a 20% discount to the above-listed fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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