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Fairpoint Wealth Management
Fairpoint Wealth Management, LLC is an SEC-registered investment adviser. It manages approximately $4 million in regulatory assets.
Fairpoint Wealth Management
Fairpoint Wealth Management, LLC is an SEC-registered investment adviser. It manages approximately $4 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Is Fairpoint Wealth Management a fiduciary?
Yes, as a registered investment advisor (RIA), Fairpoint Wealth Management is held to a fiduciary standard under the Investment Advisers Act of 1940. This legally requires the firm to act in its clients' best interests, rather than merely recommending suitable investments.
What services does Fairpoint Wealth Management offer?
Fairpoint provides financial planning, investment management, estate planning, and tax advisory services to affluent individuals and families. The firm tailors its approach to each client's specific goals, including wealth preservation and intergenerational transfers.
Does Fairpoint Wealth Management manage its own funds or only client portfolios?
Fairpoint operates as an advisory firm that constructs custom client portfolios rather than managing proprietary investment funds. It does not appear to operate any pooled investment vehicles, and its model is focused on individualized account management.
What types of assets does Fairpoint typically include in client portfolios?
The firm typically incorporates publicly traded equities and fixed-income securities, alongside alternative investments such as real estate and private strategies. Asset allocation is customized to each client's risk tolerance and time horizon.
How does Fairpoint Wealth Management source its investment ideas?
Fairpoint relies on internally conducted research as well as third-party manager due diligence. The firm uses a disciplined process to select investments that align with long-term strategic goals, though specific sourcing methods are not publicly detailed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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