Fairway Asset Management offers investment advice and manages investment portfolios for individuals, families, and businesses. They also provide financial planning and consulting services covering areas like retirement, estate, tax, and education planning. Fairway acts as a fiduciary, meaning they are legally required to act in your best interest. They tailor their investment advice to your individual needs and goals.
Assets Under Management$59M
Clients66
Advisors1
Avg. per Client$890K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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