Fairway Wealth Management offers integrated wealth management and family office services to high-net-worth individuals and families. They act as a personal CFO, helping clients analyze goals, evaluate financial strategies, and implement and oversee those strategies. Services include financial planning, investment planning, and estate planning. They also offer "Next-Gen" services focused on investment advisory for smaller clients, utilizing Schwab Institutional Intelligent Portfolios.
Assets Under Management$2.6B
Clients293
Advisors15
Avg. per Client$8.9M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$15,000
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% |
Fees may be charged as a fixed annual retainer in lieu of an asset-based fee. The minimum annual fee for ongoing wealth management services is $15,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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