Fairlead Financial Advisors, LLC aims to provide institutional-quality investment management and comprehensive financial planning to clients with portfolios of $500,000 and greater. Services include portfolio design, research and manager selection, portfolio implementation, reporting, and rebalancing. Financial planning covers investment, retirement, estate, and business planning. The firm manages investments on a discretionary basis.
Assets Under Management$95M
Clients44
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees above $2,000,000 are determined by agreement. Using the previous tier's rate for the negotiable tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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