Overview

Headquarters
Independence, OH
Total Firm Assets
$3.0 billion
Average High-Net-Worth Client Portfolio Size
$11.0 million
Stated Minimum Account Size
$750,000

Recent Rankings

Forbes 2025: 135

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Fee Disclosure

Source: FAIRWAY WEALTH LLC PART 2A - MARCH 2026 UPDATE (2026-03-13) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $5,000,000 0.75%
$5,000,001 $10,000,000 0.50%
$10,000,001 and above 0.25%

Stated Minimum Annual Fee: $15,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $42,500 0.85%
$10 million $67,500 0.68%
$50 million $167,500 0.34%
$100 million $292,500 0.29%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
98.95%
Number of High-Net-Worth Clients
268
Total Client Accounts
322
Discretionary Accounts
111
Non-Discretionary Accounts
211

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
311031
  • FAIRWAY WEALTH LLC PART 2A - MARCH 2026 UPDATE (2026-03-13) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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