Fairway Capital Advisors offers investment advisory services to individuals and other clients. They provide comprehensive portfolio management, which includes asset management and financial planning, and standalone financial planning and consulting. They may use third-party investment managers to implement investment portfolios. Fairway also offers retirement plan consulting to employer plan sponsors.
Assets Under Management$64M
Clients55
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Fairway Capital Advisors offers Comprehensive Portfolio Management. The maximum annual fee charged for this service will not exceed 2.00%. Fees are negotiable and are billed monthly in advance based on the previous month's account balance. If a third-party investment manager is used, the combined annual advisory fee will not exceed 3.00%.
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