Fairport Advisors offers investment advisory services including investment management, investment consulting, and business consulting. They work with individuals, closely held businesses, family trusts, charities, foundations, and 401(k)s. Investment management services are tailored to individual needs, considering financial situation, goals, risk tolerance, and liquidity needs. Fairport Advisors may also provide business consulting for business owners, covering topics like budgetary planning and succession planning.
Assets Under Management$55M
Clients62
Advisors7
Avg. per Client$880K
Avg. per Advisor$7.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.70% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fee is negotiable for $10,000,000 Plus
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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