Fair Weather Strategies provides investment advice and financial planning services to individuals, high net worth individuals, business owners, trusts, estates, and corporations. Services include wealth management, financial planning (either standalone or included with wealth management), and divorce financial counseling. The firm uses fundamental and technical analysis to formulate investment advice, primarily recommending ETFs and individual stocks.
Assets Under Management$28M
Clients51
Advisors1
Avg. per Client$550K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Cash Management accounts (invested only in cash and equivalents) are billed at a lower rate, calculated as 0.30% of the standard fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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