Fairway Investment Group offers investment advice and portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. They provide advice on various investments like mutual funds, exchange-traded funds, real estate investment trusts, and equities. Fairway Investment Group uses LPL Financial for custody and clearing services. Fairway Investment Group does not act in a discretionary basis for client accounts.
Assets Under Management$69M
Clients672
Advisors27
Avg. per Client$100K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable, with a maximum of 1.0% for Strategic Wealth Management and Optimum Market Portfolio, 1.5% for Model Wealth Portfolio, and 0.85% for Guided Wealth Portfolio.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
27 Advisors at this firm
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