Fairview Financial offers investment management services using mutual funds and exchange-traded funds. They also provide advisory services to 401(k) plans, including investment advice and administrative support. Fairview Financial tailors its services to individual client needs and objectives. Paul Jeffrey, the owner, is also a licensed insurance agent, which presents a conflict of interest that is disclosed to clients.
Assets Under Management$53M
Clients64
Advisors1
Avg. per Client$830K
Avg. per Advisor$53M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Value of insurance contracts is not included. Advisory fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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