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.

Who do I contact with initial questions?
You can complete the information on the Contact Us page.

Or, we invite you to contact any one of our Senior Advisors directly. We'll schedule a meeting at your convenience and at no obligation or fee.