Fairway Asset Management offers investment and wealth management services, managing client portfolios with individual equities, fixed income securities, exchange-traded funds, and mutual funds. They also provide financial planning and consulting services. Fairway Asset Management tailors its services to meet client needs, considering risk tolerance, time horizon, and liquidity constraints. They may also utilize third-party investment managers.
Assets Under Management$110M
Clients82
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule is for Balanced and all Equity Portfolios. All Fixed Income Portfolio: Up to $1,000,000: 0.60%, Next $4,000,000: 0.50%, In excess of $5,000,000: 0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...