Frequently Asked Questions

How does Fairport structure its client relationships?

Each client has a strong personal relationship with a senior advisor. Our advisors lead teams with areas of expertise dictated by each client’s needs. 

What are your wealth management disciplines?

Generally, wealth management integrates these areas of expertise:

  • Asset management (including net worth analysis and asset allocation)
  • Tax planning and management
  • Estate planning
  • Charitable planning
  • Cash-flow planning
  • Life, disability and risk planning
  • Personal financial action plan
  • Alternative investments (including private equity funds, hedge funds and real estate)

We are staffed to handle client needs in any combination of the above.

Do you have a minimum account size?

Our counsel is designed to serve individuals and families with at least $2 million in total assets and $1 million or more in investable assets. 

How are your fees structured?

Our fees are structured according to the breadth of services provided. We structure our fee relationships as either a percent of assets, or on a fixed fee agreement.