Fairpoint Wealth Management (FWM) manages investment portfolios based on each client's individual needs and goals. FWM also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Clients with $1,000,000 or more in assets under management receive comprehensive financial planning services at no additional charge.
Assets Under Management$3.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.7M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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