Fairchild Financial Advisors provides ongoing investment advice and manages client portfolios based on individual needs. They use the AssetMark platform, which offers model portfolios of mutual funds and exchange-traded funds. Fairchild Financial also has associated persons licensed through LPL Financial, offering securities and investment advisory services. They develop professional alliances with tax, legal, and real estate professionals to provide a comprehensive client experience.
Assets Under Management$120M
Clients243
Advisors1
Avg. per Client$500K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees may be negotiable. Related client accounts are linked for fee determination. Discounts are provided to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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