FAQ's
 

What is Fairport’s background?
How does Fairport structure its client relationships?
What are your wealth management disciplines?
How is Fairport different?
Do you have a minimum account size?
How are your fees structured?
Who do I contact with initial questions?

What is Fairport's background?
Fairport Asset Management was formed in 2001 from the merger of Roulston & Co. and The Hickory Group.  Scott Roulston and Paul Abbey are the firm’s managing partners.  Combined, both companies offer decades of experience to the new venture.  

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?
Typically, 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.

How is Fairport different?
Our Value Proposition is our differentiator:
We are highly collaborative, accessible and responsive, making it easy for our clients to work with our team.  We treat you, your family and your trusted advisors with respect.

Fairport is focused on finding solutions for your unique needs.  We lead the coordinated implementation of our client’s investment, retirement, tax and estate plans.

Our investment process is disciplined and based on investment fundamentals and managing risk.

Our advice is tailored to each client’s needs and objectives.  Fairport is paid on a fee basis – we do not receive transaction commissions and we do not receive third-part compensation.

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. 

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.  You can even go right to the top and contact our Managing Partners, Scott Roulston and Paul Abbey.

We'll schedule a meeting at your convenience and at no obligation or fee.