Fairscale Capital offers financial planning as a standalone service or alongside investment management. Financial planning involves a comprehensive review of your finances to create a detailed cash flow analysis and financial statements. For investment management, Fairscale creates an individualized investment policy statement and manages your portfolio based on your goals and risk tolerance. They offer different investment strategies like capital preservation, growth & income, growth, and dividend stock.
Assets Under Management$210M
Clients179
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.40% to 1.50%. Fee rates are negotiable and may vary significantly from client to client based on factors such as portfolio complexity, financial profile, time commitment, and client service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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