Fairbanks Financial Wealth Management offers personalized investment management and financial planning services for individuals, families, businesses, and retirement plans. The firm analyzes each client's financial situation, risk tolerance, and cash needs to create tailored investment strategies across stocks, bonds, real estate, and other asset classes. Rather than picking individual stocks directly, Fairbanks Financial Wealth Management helps clients select professional money managers, no-load mutual funds, and separately managed accounts. In addition to managing investments, Fairbanks Financial Wealth Management provides holistic financial planning, covering retirement strategies, tax minimization, estate planning, and insurance evaluations. The firm emphasizes low-cost implementation and does not accept commissions on product sales. Led by P. Mitchell Clark Jr., the team includes experienced Certified Financial Planners who prioritize personalized advice and ongoing portfolio monitoring.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.30% |
Minimum quarterly fee of $2,000 applies. Fees are negotiable based on client circumstances. Alternative fixed or hourly fee arrangements up to $325/hour are available.
