Paul Fair Associates provides investment advice, allocating client assets among mutual funds, stocks, and exchange traded funds. They also recommend unaffiliated investment advisors and monitor their performance. Paul Fair, the principal, is also a licensed insurance agent.
Assets Under Management$3.5M
Clients26
Advisors1
Avg. per Client$130K
Avg. per Advisor$3.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and may be lower than 1.75% based on various factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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