The Fairman Group provides comprehensive wealth management, investment advisory, and personal financial planning services to individuals, families, and related entities. The firm specializes in creating customized asset allocation strategies, ongoing portfolio supervision, and integrated tax planning and preparation services through its affiliated accounting practice. The Fairman Group focuses on working with high-net-worth clients who require personalized attention and complex wealth coordination across multiple accounts and custodians. The firm operates as a fee-only service provider, meaning it does not sell financial products, earn commissions, or accept referral fees, ensuring objective advice focused on client interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees are billed quarterly in advance. The firm assesses a minimum annual fee of $15,000. Fees may be negotiated based on portfolio size, types of securities, custodian used, or family relationships.