Adair Financial Private Client Group offers investment management and financial planning services to individuals, high net worth individuals, 401(k) plans, and businesses. Adair Financial PCG helps clients understand how their investments help them achieve their financial goals. Financial plans are based on the client’s financial situation and include coaching sessions. Investment management services are offered on a discretionary and non-discretionary basis.
Assets Under Management$79M
Clients57
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees may be decreased or waived based on the size of the account, prospective growth, and other factors. Affiliated accounts are aggregated in the determination of the fee level.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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