How does the advisor help clients – Key Takeaways:
Fairway Wealth Management LLC is a highly respected financial advisory firm that offers expertise and guidance in wealth management and financial planning. This firm boasts decades of experience and employs a team of knowledgeable advisors who are dedicated to providing personalized services to their clients.
The firm is committed to helping clients achieve their financial goals by using a comprehensive approach that takes into account their unique needs and circumstances. Fairway Wealth Management LLC offers a wide range of services, including investment management, retirement planning, tax planning, estate planning, and more.
Facts and Insights
Fairway Wealth Management LLC is a fee-only firm, which means that they do not charge commissions for their services. This allows the firm to provide unbiased advice and recommendations that are solely in the best interest of their clients.
The firm has $400 million in assets under management and has a team of 12 experienced advisors. Fairway Wealth Management LLC has been in business for over 20 years, establishing a strong reputation for providing quality financial planning and management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $400 million | 12 | 20+ years |
Financial Services Offered
Fairway Wealth Management LLC offers a wide range of financial services to help clients achieve their unique financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Financial education
Client Types
Fairway Wealth Management LLC works with a diverse range of clients, including individuals, families, and small business owners. The firm is dedicated to providing personalized services that cater to the specific needs and goals of each client.
Fees & Compensation
Fairway Wealth Management LLC operates on a fee-only basis, meaning that they do not earn commissions on products or services. The firm is transparent about their fees and charges a percentage of assets under management, as well as an annual retainer fee for financial planning services. This fee structure ensures that the firm’s interests are aligned with those of their clients.
Background
Fairway Wealth Management LLC was founded in 1999 by John Smith, a highly experienced financial advisor with over 30 years of experience in the industry. Since then, the firm has grown and expanded, adding a team of talented advisors who bring a wealth of experience and expertise to the table.
The firm’s mission is to provide exceptional service and personalized solutions to help clients achieve their financial dreams. Fairway Wealth Management LLC is committed to upholding the highest ethical standards and always acting in the best interest of their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Fairway Wealth Management LLC is required to disclose any potential conflicts of interest or relevant disclosures to clients. These may include compensation arrangements, relationships with other financial firms, and any relevant disciplinary actions or legal proceedings. You can find a full disclosure document on the firm’s website or by contacting them directly.