FAIR TRUST FINANCIAL LLC

RIASEC Registered
Total AUM
$24.4M
Discretionary
$0
0% of AUM
Avg account
$399K
Accounts
61
Employees
1
Advisory reps
1

Firm details

Headquarters
VADNAIS HEIGHTS, Minnesota
CRD number
304448
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI69.94%
  • Individuals30.06%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fair Trust Financial LLC is an independent, owner-operated RIA organized as an LLC that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and runs educational seminars and workshops. Its fee model combines a percentage-of-AUM charge with the option for hourly billing. Fair Trust does not position itself as a capital allocator or an active ESG investor; it is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Exchange Traded Equities 8%, US Government Bonds 6%, Cash & Cash Equivalents 5%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities8%
  • US Government Bonds6%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • CYNTHIA TURKINGTON

    Founder and OwnerCRD 2689475

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

VADNAIS HEIGHTS, MN

RAMSEY

Location

VADNAIS HEIGHTS, MN

Headquartered in VADNAIS HEIGHTS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
RAMSEY
Address
371 Commerce Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth