Fairway Financial offers investment advisory services tailored to clients' needs and objectives, including discretionary investment management. They may allocate assets to independent managers. They also provide financial planning and consulting services, including advice on non-investment matters. Seminars and educational workshops are offered. Clients are responsible for notifying Fairway Financial of any changes in their financial situation or investment objectives.
Fee Structure
Fairway Financial charges an annual wealth management and investment advice fee that varies between 0.75% and 2.00% of your portfolio, depending on the amount you invest and the specific services you receive. These fees are negotiable, and some clients may pay lower fees. The fee includes investment advisory services and, if requested, financial planning and consulting. The fee is billed quarterly in advance. There is a minimum account size of $500,000, but this may be waived or reduced.