Fairpoint Wealth Management, LLC
RIAState Registered
Total AUM
$4.3M
Discretionary
$4.3M
100% of AUM
Avg account
$285K
Accounts
15
Employees
1
Advisory reps
1
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
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fairpoint Wealth Management, LLC is an Ohio-registered limited liability company owned by an individual operator that provides financial planning and portfolio management services aimed at individuals and small businesses. The firm charges on a percentage-of-assets-under-management basis and also uses hourly and fixed-fee arrangements. It does not identify itself as a capital allocator and is not classified as an ESG investor or a multi-state adviser.
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 Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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