FAIRLANE INVESTMENT ADVISORS INC
Firm details
- Headquarters
- NORTHVILLE, Michigan
- CRD number
- 105624
- Website
- www.fiai.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.14%
- Individuals44.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fairlane Investment Advisors Inc is an independent registered investment adviser focused on individualized planning and discretionary portfolio management for individuals, families and small business owners. The firm runs a fee schedule that includes asset-based fees and fixed-fee engagements, and it positions itself as a straightforward wealth manager rather than a capital allocator or pension consultant. Investment activity centers on public pooled vehicles—primarily mutual funds—and the firm supplements those core holdings with select insurance products and managed-futures exposures for diversification and downside management. Advisory services are concentrated on financial planning and ongoing portfolio oversight for private clients. Fairlane’s client base and fee structure indicate a boutique practice that emphasizes tailored advisory relationships and centralized custody through a major custodian rather than in-house brokerage or sponsor-driven product placement.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities26%
- Cash & Cash Equivalents13%
Contacts
2 of 2JOSEPH KUBIC
Senior Vice President, Portfolio ManagerCRD 1000334
SARAH LEHN
President, Investment Advisor Representative and Registered RepresentativeCRD 5848843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NORTHVILLE, MI
WAYNE
Location
NORTHVILLE, MI
Headquartered in NORTHVILLE, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- WAYNE
- Address
- 21800 Haggerty Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
GREAT LAKES WEALTH, LLC
RIANORTHVILLE, MI
AGILE WEALTH PARTNERS
RIANORTHVILLE, MI
STONEBROOK PRIVATE LLC
RIANORTHVILLE, MI
MARKETOCRACY MASTERS CAPITAL MANAGEMENT LLC
RIANORTHVILLE, MI
SIGMA INVESTMENT COUNSELORS
RIANORTHVILLE, MI
FULL BLOOM FINANCIAL
RIANORTHVILLE, MI