Pricing

Our Fee-Based Pricing Keeps Our Goals Aligned With Yours.

A simple, transparent fee

Our fee is transparent and is a percentage based on assets under management. We do not charge separately for financial planning or other wealth management services.

An ethical, trustworthy partner

As a Registered Investment Advisor held to a fiduciary standard, we are required by law to put our clients’ interests first. Unlike many other firms, there is no commission paid to us based on the investment choices we make on your behalf.

One fee, many benefits

Our fee, based on the assets we manage for you, encompasses Fairview’s many services: research, asset management, financial planning, portfolio composition, multi-advisor communication, family education, and dedicated service.

Easy to understand

Our fee is easy to read on your quarterly invoice: you know exactly what you are paying for our services.

Tiered pricing keeps fees lower when you bring more assets to Fairview

Our pricing is tiered depending on the assets we manage for you. If you trust us to oversee more assets, the percentage we charge goes down.

Family-based asset total

Our fee is based on your entire family’s assets under our management. For example, if we manage $8 million for you, $5 million for your sibling, and $1 million for each of your three children, we determine pricing based on all the assets combined. This pricing often allows for discounts through fee breakpoints.

pricing
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  • Offices:

    San Francisco Bay Area Office
    300 Drakes Landing Road, Suite 250, Greenbrae, CA 94904
    (415) 464-4640

    Pittsburgh Office
    103 Brilliant Avenue, Suite A, Pittsburgh, PA 15215
    (412) 963-9160

Nothing in these materials should be construed as investment or legal advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable law.

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