Overview
Assets Under Management: $120 million
High-Net-Worth Clients: 31
Average Client Assets: $3.6 million
Frequently Asked Questions
FAIR ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #334853), FAIR ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FAIR ASSET MANAGEMENT, LLC serves 31 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, FAIR ASSET MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FAIR ASSET MANAGEMENT, LLC manages $120 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, FAIR ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.41%
Average Client Assets: $3.6 million
Total Client Accounts: 188
Discretionary Accounts: 188
Regulatory Filings
CRD Number: 334853
Filing ID: 2071830
Last Filing Date: 2026-03-12 16:17:56