Fairway Financial Planning offers investment management services where they create and manage a portfolio based on your goals, risk tolerance, and tax considerations. They primarily advise on stocks, bonds, mutual funds, and ETFs. They also offer financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Financial planning is offered on an ongoing or project basis.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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