Fairfax Global Investment Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Fairfax Global Investment Management offers investment advisory services, including managing client accounts using model portfolios comprised of exchange-traded funds or stocks. They provide these services through separately managed accounts, wrap fee programs, and non-wrap fee programs offered through third-party broker-dealers. Fairfax uses a global tactical asset allocation investment strategy and analytical processes to identify trends in asset classes. Clients work with financial representatives to determine the most appropriate model portfolios for their financial situation.

Assets Under Management$150M
Clients424
Advisors1
Avg. per Client$360K
Avg. per Advisor$150M

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum investment management fee. Actual fee is negotiable and depends on assets managed, complexity, and scope of services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm