FAIRLANE INVESTMENT ADVISORS INC

RIASEC Registered
Total AUM
$79.8M
Discretionary
$79.8M
100% of AUM
Avg account
$268K
Accounts
298
Employees
2
Advisory reps
2

Firm details

Headquarters
NORTHVILLE, Michigan
CRD number
105624
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

FINTRX

Overview

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

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 60%, Exchange Traded Equities 26%, Cash & Cash Equivalents 13%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities26%
  • Cash & Cash Equivalents13%

Contacts

2 of 2
  • JOSEPH KUBIC

    Senior Vice President, Portfolio ManagerCRD 1000334

  • SARAH LEHN

    President, Investment Advisor Representative and Registered RepresentativeCRD 5848843

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth