A complete list of active advisors currently associated with Paul Fair Associates, LLC
Warmer can help you find a great advisor at Paul Fair Associates, LLC or one who fits your needs even better.
Paul Fair Associates, LLC serves individuals (including non–high-net-worth individual clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary investment supervisory services and non‑discretionary recommendations and monitoring of independent managers, and the firm’s principal also offers insurance-related services on a commission basis and instructs financial education classes for a nonprofit, devoting roughly 30% of his time to those activities. The adviser primarily allocates client assets among mutual funds, stocks and exchange‑traded funds and may advise across a broad set of instruments including corporate and municipal debt, government securities, CDs, commercial paper and options; its security analysis methods include charting, fundamental, technical and cyclical analysis. Clients may appoint the firm for discretionary portfolio management, typically maintaining accounts at custodians the firm recommends (Pershing/AssetMark or TD Ameritrade/FTJ Fund Choice), or engage the firm for periodic monitoring of independent managers with reviews performed by the principal. The firm is distinctive among its peer group for accepting non‑HNW individual clients and providing portfolio management to individuals while using percentage‑of‑AUM fees, features that are statistically uncommon for firms in this category; the firm does not act as a private fund adviser. Paul Fair Associates is a small practice (about 26 clients and roughly $3.5 million in AUM), the principal retains outside insurance and educational roles, and the adviser does not vote client proxies, leaving proxy decisions to clients.
To learn more about the advisors currently working at Paul Fair Associates, 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 |
|---|---|---|
Birdsboro, PA
| 22
|
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