Fair Asset Management, LLC

Overview

Fair Asset Management, LLC is an independent, owner-operated registered investment adviser that focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm runs entirely discretionary portfolios and favors a core allocation to public mutual funds as the backbone of client accounts. Fee arrangements include a percentage of assets under management and fixed fees, reflecting a blended pricing model for advisory and planning engagements. The firm is not an active ESG investor and does not identify as a multi-state or pension consulting adviser. It operates with a single-office structure and uses a modern custody platform to manage client assets. Fair Asset Management does engage third-party managers for alternative exposure, specifically real estate, but does not present itself as a capital allocator running a multi-manager platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices