Fairpoint Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 289100
- Website
- fairpointwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.62%
- Individuals15.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fairpoint Wealth Management, LLC is an LLC-owned advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm bills clients through a mix of AUM-based fees, hourly charges and fixed fees. It does not identify itself as an ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or capital allocator. Ownership is individual rather than institutional, and the firm is classified as unclassified in the source filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds100%
Contacts
1 of 1
Matthew Kircher
President, Financial AdvisorCRD 6204444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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