Fairbanks Financial Wealth Management (FFWM) offers investment advice and financial planning services. FFWM analyzes clients' financial situations, assesses risk tolerance, and develops financial and investment objectives. FFWM assists clients in selecting portfolio managers, which may be accessed via no-load mutual funds or separately managed accounts. The firm also advises clients on ways to minimize income and estate taxes, and assists in the evaluation, selection, and purchase of life and health insurance policies, qualified and non-qualified retirement savings plans and other employee benefit plans.
Assets Under Management$90M
Clients21
Advisors3
Avg. per Client$4.3M
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$8,000
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% |
Fees negotiable for accounts over $30,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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