Fair Asset Management provides ongoing investment advice and financial planning to clients based on their individual needs. They develop personalized investment plans and manage portfolios based on client goals, risk tolerance, and tax considerations. Financial planning covers areas like cash flow, retirement, insurance, and estate planning. Fair Asset Management is a fee-only firm, meaning they only get paid by their clients.
Fee Structure
Fair Asset Management provides wealth management services for a flat annual fee of up to $7,500, paid monthly. This fee covers both investment management and financial planning. Legacy clients may have other fee arrangements that are no longer offered. The firm notes that a $7,500 fee on portfolios of $250,000 or less is higher than the industry norm.