Adair Wealth Management is a registered investment advisor based in Bellevue, Washington, offering personalized investment management, financial planning, and consulting services. Adair Wealth Management works closely with clients to understand their financial goals, risk tolerance, and time horizon to build customized portfolios, typically using exchange-traded funds, mutual funds, and individual securities. The firm's investment strategy centers on disciplined asset allocation and periodic rebalancing to manage risk while pursuing long-term returns. In addition to managing portfolios, Adair Wealth Management provides comprehensive financial planning covering retirement, estate planning, education funding, tax strategies, and cash flow management. Adair Wealth Management acts in a legal capacity to put client interests first, tailoring its services to individuals, high-net-worth families, trusts, and business owners.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual management fee is 1.50% of assets under management. Fees are negotiable based on account size, level of services, and portfolio activity.