A complete list of active advisors currently associated with Fair Asset Management, LLC

Warmer can help you find a great advisor at Fair Asset Management, LLC or one who fits your needs even better.

Fair Asset Management serves a small roster of individual and high‑net‑worth clients, providing wealth management that combines discretionary investment management with comprehensive financial planning and related services (retirement, tax, estate, business planning). The firm documents client goals and builds individualized investment policy statements and asset allocation targets to guide portfolio supervision. The firm describes itself as fee‑only but does not use the common percentage‑of‑AUM fee model; instead it charges a flat annual advisory fee and offers financial planning to clients as part of its wealth management engagement. Investment work is discretionary, employs multiple methods of analysis (including fundamental, quantitative, and modern portfolio theory), and covers a broad range of instruments from ETFs and mutual funds to options and fixed income while disclosing risks such as margin and derivatives use. What is distinctive is the combination of a relatively large asset base concentrated across a very small client base (roughly $120 million managed for fewer than 50 clients), a flat‑fee compensation approach that departs from the typical AUM fee model, and a policy of not accepting soft‑dollar benefits from broker‑dealers. The firm’s principal also holds multiple advanced wealth management credentials, and the adviser trades client accounts individually rather than using block or aggregated trading.

To learn more about the advisors currently working at Fair Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.