FAI Wealth Management

Wealth Management Firm in Columbia, MD

Firm Info
Address: 10211 Wincopin Cir, Columbia, MD 21044, USA
Phone: (410) 715-9200

Firm Size
Assets Under Management: $318.1 million
# of Advisors: 3
# of Clients: 655
Client to Advisor Ratio: 218:1
Average Account Size: $485,695
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Fai Wealth Management Overview

FAI Wealth Management is a registered investment advisory firm providing investment advice only to its clients. Based in Columbia, MD, the firm has been in business since 1988 and has a long-standing reputation for providing high-quality financial planning and portfolio management services. As a fee-only firm, FAI Wealth Management does not receive any commission from the sale of financial products. Instead, clients pay the firm a fee for its services, ensuring that its advice is always unbiased and in its clients' best interest. The firm's financial planning services encompass a wide range of areas, including retirement planning, wealth management, estate planning, tax planning, and risk management. With personalized financial advice, FAI Wealth Management helps its clients achieve their financial goals and plan for a secure future. Another notable service offered by FAI Wealth Management is portfolio management for individuals and small businesses. The firm's approach to portfolio management is based on a comprehensive and disciplined process that is tailored to each client's unique needs and objectives. The firm's investment philosophy emphasizes diversification and risk management, allowing clients to benefit from optimized returns while minimizing risk. Finally, FAI Wealth Management offers pension consulting services for businesses, helping them identify and implement the best strategies for managing their pension plans. With decades of experience in this area, the firm's experts bring a wealth of knowledge and insight to help clients navigate complex pension regulations and optimize their plan's performance.

FAI Wealth Management caters to a diverse range of clients seeking expert financial advice to help them achieve their financial goals. They provide personalized services specifically tailored to meet the needs of individuals and high net worth individuals alike. Their clients can benefit from their vast experience in the industry as they guide them towards financial success with their in-depth knowledge of market trends and investment strategies. FAI provides a variety of fee structures to its clients depending on the level of service required. For those who entrust their investments to FAI, a percentage of assets under management model is available, whereby the client pays an agreed-upon percentage of their portfolio value as compensation for the wealth management services provided. Clients seeking to receive more general financial advice can opt to pay hourly fees for consultation services. Alternatively, for a specific project, clients may select from a range of fixed fees, with both parties agreeing in advance to the deliverables and payment. Whatever the client's specific need, FAI Wealth Management can customize a fee arrangement to suit any budget and level of service required.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for FAI Wealth Management does not mention any specific investment minimums. It is possible that they do not require a minimum investment amount or that they discuss investment minimums on a case-by-case basis with clients. If you are interested in working with FAI Wealth Management, it is recommended that you reach out to them directly for more information on their investment minimum policy.

How This Office Can Help Columbia, MD Residents

FAI Wealth Management is a financial planning and investment management firm located in Columbia, MD. The team at FAI Wealth Management specializes in assisting clients with a wide variety of financial situations. For those individuals living in Columbia, MD, some common financial challenges could include managing student loans, saving for retirement, navigating tax planning, planning for college expenses, or managing debt. To assist clients facing these challenges, FAI Wealth Management takes a holistic approach to financial planning. The team works one-on-one with clients to develop a comprehensive financial plan that incorporates their unique goals and objectives. This can include developing a customized investment strategy, optimizing retirement savings, creating a plan to pay off student loans or other debt, and minimizing tax liability. By taking a personalized approach, FAI Wealth Management is able to assist clients in Columbia, MD in achieving their financial goals and ultimately securing their financial future.

To view the Minimum Investment and Fee Schedule for Fai Wealth Management, visit their Part 2 Brochure.

Services Offered by Fai Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Fai Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 10211 Wincopin Cir, Columbia, MD 21044, USA
Phone (410) 715-9200
Directions
Google My Business Reviews:
1 Star

Other Office Locations

Firm Headquarters
Firm headquarters location 10211 WINCOPIN CIRCLE, SUITE 220, COLUMBIA, MD 21044-3308, United States

This firm has no other locations.

State Registrations

Fai Wealth Management is registered to service clients in the following states:

  • Florida
  • Maryland
  • New Hampshire
  • New Jersey
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Fai Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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