Adair Wealth Management offers investment management, financial planning, and financial consulting services to individuals, high-net-worth individuals, and other entities. Investment portfolios are tailored to client goals and risk tolerance, using stocks, bonds, exchange-traded funds, and mutual funds. Financial planning covers areas like retirement, estate, and education planning. Consulting services address various financial topics. Adair Wealth Management acts as a fiduciary, prioritizing client interests.
Assets Under Management$42M
Clients112
Advisors2
Avg. per Client$370K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Total fees charged will not exceed 2% of assets under management per year.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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