A complete list of active advisors currently associated with Fairlead Financial Advisors, LLC
Warmer can help you find a great advisor at Fairlead Financial Advisors, LLC or one who fits your needs even better.
Fairlead Financial Advisors is a small, fee-only registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, charitable organizations, foundations, and closely held entities. The firm manages roughly $99 million on a discretionary basis and serves a limited number of clients. Its investment process begins with strategic asset allocation models that inform tactical adjustments and personalized portfolio allocation targets, and research and manager selection use proprietary screens and public data. Portfolios are implemented with mutual funds, ETFs, individual stocks, and bonds, are periodically rebalanced, and clients receive customized quarterly performance reports alongside a quarterly market newsletter. Notably, the firm includes charitable organizations and foundations among its clients and publishes a regular market newsletter and bespoke reporting—practices that are uncommon among similar independent advisers. The adviser operates on a fee-only basis, uses a single custodian platform for execution and access to research, and emphasizes bringing institutional-style resources to privately managed client portfolios.
To learn more about the advisors currently working at Fairlead Financial Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Greenbrae, CA
| 22
|
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