How does the advisor help clients – Key Takeaways:
The Fairman Group, LLC is a premier financial consulting firm that provides comprehensive financial services to their clients. With over 15 years of experience in the industry, the team at The Fairman Group has a deep understanding of financial markets and a proven track record of success. Their expert advisors work closely with clients to understand their unique financial goals and develop personalized strategies to help them achieve them.
Facts and Insights
The Fairman Group, LLC is committed to providing their clients with the best financial advice and support. Here are some key facts and insights about the firm:
- Founded in 2005, The Fairman Group has over 15 years of experience in the financial industry.
- The firm is based in Philadelphia, Pennsylvania, but serves clients nationwide.
- The team at The Fairman Group has a combined total of over 50 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | Over 15 years |
Financial Services Offered
The Fairman Group, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management and planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
- Business succession planning
Client Types
The Fairman Group, LLC works with a variety of clients, including individuals, families, and business owners. They also have expertise in working with high-net-worth individuals and multi-generational families.
Fees & Compensation
The Fairman Group, LLC is a fee-based firm, meaning they charge a fee for the financial services they provide. However, they do not receive any commissions or compensation from the sale of financial products, ensuring that their advice is always in the best interest of the client.
Background
The Fairman Group, LLC was founded in 2005 by John Fairman, a seasoned financial expert with a passion for helping clients achieve their financial goals. Over the years, the firm has grown and expanded their services, but their commitment to providing personalized, comprehensive financial advice remains the same.
Financial Advisor Disclosures to Know
One of the core values of The Fairman Group, LLC is transparency. They believe in providing their clients with all the necessary information to make informed decisions about their financial future. As such, here are some important disclosures to know about the firm:
- The Fairman Group is registered as an investment advisor with the Securities and Exchange Commission (SEC).
- Their advisors are held to a fiduciary standard, meaning they are legally and ethically obligated to act in the best interest of the client.
- Some of their advisors may also be licensed insurance agents, but they do not receive any commissions for insurance sales.