Fairport Asset Management Corp. has been in business since 1988, providing discretionary investment management and financial planning services. Fairport offers tactical asset allocation services across various asset classes, including stocks, bonds, mutual funds, exchange-traded funds, and real estate investment trusts, with a primary objective to preserve capital and achieve long-term risk-adjusted returns. Clients can choose from portfolios with different risk objectives, such as Growth and Value & Income. In addition to investment management, Fairport provides written financial plans and can assist clients with life, health, and long-term care insurance as well as fixed annuities through affiliated insurance arrangements. The firm emphasizes personalized portfolio management while allowing clients to impose investment restrictions.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
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.