Fairway Wealth Management is an independent registered investment advisor that provides integrated wealth management, family office services, and investment planning primarily for high-net-worth individuals and families with liquid portfolio assets between $2 million and $100 million. Operating as a fee-only firm with no ties to specific financial products, Fairway Wealth Management acts as a personal financial quarterback or chief financial officer for clients, coordinating financial planning, investment planning, and estate planning to maximize after-tax results. The firm's wealth management services cover big-picture goal analysis, tax planning coordination, debt restructuring, incentive stock option strategies, insurance reviews, and family office concierge services such as bill pay and cash flow projections. Fairway Wealth Management also offers 'Next-Gen' services for the children and grandchildren of existing clients who may have smaller portfolios. Investment strategies focus on long-term time horizons, asset allocation across 10-12 asset classes, cost control, and tax efficiency, utilizing third-party managers, mutual funds, and exchange-traded funds rather than picking individual stocks and bonds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Subject to a minimum annual fee of $15,000. Fees may be charged as a fixed annual retainer in lieu of an asset-based fee.