Fairway Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$53,562,597
Clients
66
Advisors
1
of 1 employees
About
Fairway Asset Management serves individual and high-net-worth clients, as well as pension/profit-sharing plans and business entities, providing discretionary asset management along with financial planning, consulting, and educational workshops. The firm offers written financial plans and consultations that address areas such as retirement, estate, tax planning, and business or real estate analysis.
The firm emphasizes continuous account supervision and individualized portfolios tailored to client goals and risk tolerance, using a mix of individual securities, mutual funds, ETFs and cash management vehicles. In some separately managed accounts it may use derivatives and options strategies, short sales, and borrowing/margin as part of its investment implementation.
Noteworthy distinctions include an affiliation with an insurance agency and the adviser’s role as a licensed insurance agent who may offer commissionable non-variable insurance products (insurance sales represent about 5% of the adviser’s time), and the firm’s explicit use of educational seminars and workshops as part of client service. The firm also lists specialized consulting services such as cost segregation studies and corporate-structure analysis that may appeal to business and real-estate owners.
Client services
Expertise
Fee options
Flat fees generally range from $2,500 to $15,000 for financial planning and consulting
$0 - $750,000: 2.25% $750,000+: 1.00%
$275 per hour for financial planning and consulting
Account minimum: $500,000 Minimum fee: Minimum fee of $2,500 for written financial plans Fee-only: Financial planning and consulting charged on hourly or flat fee basis; Hourly fee $275, flat fees range from $2,500 to $15,000
Main office
2010 Crow Canyon Place, Suite 100
San Ramon CA 94583
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Fairway Asset Management, Inc. · Fairway Financial Education
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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