Fairbanks Financial Wealth Management
Assets Under Management
$73.0M
Number of Clients
20
Number of Advisors
4
Average Client AUM
$3.6M
AUM per Advisor
$18.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Fairbanks Financial Wealth Management provides investment advice and management as part of its financial planning services. They analyze client financial circumstances, assess risk tolerance, and develop financial and investment objectives. Clients are assisted in selecting portfolio managers via mutual funds or separately managed accounts. They also advise on minimizing taxes and evaluating insurance and retirement plans.
Fee Structure
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.30% |
Fees negotiable for amounts over $30,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$8,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
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Location
TX, United States
