The Fairman Group offers investment management and financial planning services to high-net-worth individuals, families, and related entities. Services include investment advice, financial planning, tax planning, and tax return preparation. The firm manages investments on a discretionary basis for certain accounts, while maintaining communication with clients and seeking authorization before executing trades. The Fairman Group is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$850M
Clients145
Advisors16
Avg. per Client$5.9M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$1.5M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
Fees may vary based on client circumstances and are negotiable. Certain family members of affiliated persons may receive discounted rates. Historical fee schedules may differ.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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