Fairway Wealth Management LLC

Wealth Management Firm in Independence, OH

Firm Info
Address: 6055 Rockside Woods Blvd N #330, Independence, OH 44131, USA
Phone: (216) 573-7200

Firm Size
Assets Under Management: $2 billion
# of Advisors: 8
# of Clients: 268
Client to Advisor Ratio: 34:1
Average Account Size: $7.5 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

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

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

  • Corporations or Other Businesses Not Listed Above

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

Get Connected with a Financial Advisor

* required fields

Fairway Wealth Management LLC Overview

Fairway Wealth Management LLC is a fee-based Registered Investment Advisory firm with headquarters in Independence, OH. The firm has been in business since 2020 and offers a range of financial services to both individuals and businesses. As a seller of additional financial products, Fairway Wealth Management LLC provides investment advice on a variety of financial portfolios. Services offered by Fairway Wealth Management LLC include financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. The firm also offers the selection of other advisors for clients who may need expertise in certain areas. Additionally, the firm provides credit and cash management solutions to help clients better manage their financial affairs. Fairway Wealth Management LLC prides itself on its ability to offer comprehensive financial planning and investment strategies that are tailored to each client's unique needs and goals. With a team of experienced financial professionals, the firm is well-equipped to help clients make informed decisions about their finances and investments. Through its range of services and products, Fairway Wealth Management LLC strives to help clients achieve financial independence and security.

FAIRWAY WEALTH MANAGEMENT LLC caters to a wide range of clients, including individuals, high net worth individuals, and other types of corporations. Through their personalized approach, they offer customized financial solutions to help their clients achieve their financial goals. The team at FAIRWAY WEALTH MANAGEMENT LLC works closely with their clients to provide them with the best possible advice and guidance, regardless of their financial situation. Whether it's retirement planning, wealth management, or investment advice, FAIRWAY WEALTH MANAGEMENT LLC is there to help. When it comes to fee structures, FAIRWAY WEALTH MANAGEMENT LLC offers their clients several options based on the services they provide. For those who want comprehensive wealth management services, FAIRWAY WEALTH MANAGEMENT LLC charges a percentage of assets under management (AUM). This fee varies based on the amount of assets being managed by the firm. For clients who need more focused financial advice, FAIRWAY WEALTH MANAGEMENT LLC offers hourly fees. These fees are charged based on the time spent working with the client and can vary depending on the complexity of their needs. Finally, for clients who prefer a fixed fee structure, FAIRWAY WEALTH MANAGEMENT LLC can provide a specific fee plan based on the services required. Overall, FAIRWAY WEALTH MANAGEMENT LLC's fee structures are designed to be flexible and transparent, providing their clients with the best possible value for their investment.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Fairway Wealth Management LLC does not mention their investment minimum.

How This Office Can Help Independence, OH Residents

Fairway Wealth Management LLC is committed to providing personalized financial planning and investment management services to clients in Independence, OH. They understand that everyone's financial situation is unique, and they take the time to get to know their clients, identify their goals, and develop a customized plan to help them achieve financial freedom and security. Independence residents may face a variety of financial challenges, including saving for retirement, managing debt, funding education for their children, or dealing with unexpected healthcare expenses. Fairway Wealth Management LLC can help clients navigate these challenges by developing a tailored investment strategy, recommending a range of financial products, and providing ongoing support and guidance. They are dedicated to helping their clients build and protect their wealth, maximize their tax efficiency, and leave a lasting legacy for their loved ones.

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

Services Offered by Fairway Wealth Management LLC

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 Fairway Wealth Management LLC 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 6055 Rockside Woods Blvd N #330, Independence, OH 44131, USA
Phone (216) 573-7200
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

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

  • Colorado
  • Florida
  • Illinois
  • New Hampshire
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Texas

Disciplinary History

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

FREQUENTLY ASKED QUESTIONS

Integrated Wealth Management FAQs