Fairchild Capital offers financial planning and investment management services. The firm's services include a one-time financial plan called RoadMap, and an ongoing comprehensive service called RoadMap Plus, which includes financial planning, tax planning, and investment management. Fairchild Capital primarily serves individuals near or in retirement, and generally requires clients to complete a RoadMap plan before engaging in investment management services.
Assets Under Management$100M
Clients109
Advisors1
Avg. per Client$940K
Avg. per Advisor$100M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual minimum fee for the RoadMap Plus engagement is $5,000. Clients with less than $500,000 in their account will pay more than the fee shown above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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