Faircourt Partners, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Faircourt Partners provides investment advice to retirement plans and may provide wealth management services to individuals and families. For retirement plans, Faircourt helps plan sponsors with service provider selection and cost control. For individuals, Faircourt manages or oversees investment accounts held at an independent bank or brokerage firm. Faircourt's investment approach combines active and passive management, focusing on high-quality investments and diversification.

Assets Under Management$2.4B
Clients85
Advisors4
Avg. per Client$29M
Avg. per Advisor$610M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Faircourt Partners charges a percentage of your portfolio annually for wealth management services. The specific fee is negotiable and can range from 0.25% to 0.50% per year, depending on factors like the size of your account and the complexity of the services provided. Fees are billed quarterly in advance.

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Location

4 Advisors at this firm