Fairlight Advisors manages investment portfolios for individuals and institutions. For individuals, Fairlight creates a custom investment plan based on your goals and risk tolerance. Fairlight primarily uses exchange-traded funds and mutual funds to build portfolios, but may also use other securities. Fairlight also offers financial consulting services to institutions to help them develop financial policies and reporting tools.
Assets Under Management$110M
Clients36
Advisors2
Avg. per Client$3M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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