Fairvoy Private Wealth offers investment advice and portfolio management to individuals and other clients. Services include asset management, financial planning, and retirement plan consulting. The firm may recommend third-party money managers and uses Dynasty Financial Partners for operational support. Fairvoy Private Wealth aims to act in the client's best interest as a fiduciary.
Fee Structure
Fairvoy Private Wealth charges a maximum of 1.50% annually for portfolio management services. This fee is negotiable and billed quarterly in advance, based on the value of your account. Adjustments are made for large deposits or withdrawals. Financial planning is typically included for investment management clients. For assets held away from the firm's custodian, fees are calculated according to the portfolio management fee schedule and deducted from another account managed by the firm.