Fees for Personal Financial Management
Clients may choose to engage Fairlight for Financial Planning on a fixed fee basis or to work with us on an ongoing basis through our investment management.
Investment Management Fees*
Financial Planning for Individuals & Families
| Account Value | Percent Fee |
|---|---|
| $0 – $2,000,000 | 0.85% |
| $2,000,001 – $5,000,000 | 0.70% |
| $5,000,001 – $10,000,000 | 0.55% |
| $10,000,001 – $25,000,000 | 0.40% |
| $25,000,001 and above | 0.35% (negotiable) |
| Personal Financial Planning | Fee |
|---|---|
| Comprehensive Financial Planning | $8,400 |
The comprehensive financial planning package includes: financial goal planning, budget/savings planning, risk tolerance assessment with asset allocation & investment selection, independent review of insurance needs, employee benefit & tax planning analysis, philanthropic planning, career compensation planning, salary negotiation & entrepreneurship planning. Client pays $1,200 retainer upon signing followed by monthly billing for the remainder of the engagement.
*Our standard investment management fee is a blended rate calculated by applying specific tiered rates to different portfolio asset breakpoints based on the average daily balance of the account throughout the quarter. Fairlight Advisors’ minimum annual fee is $8,500 for investment management. Financial planning services are included in the investment management fee. If planning clients opt to move to investment management services, all previously paid fees will be applied to first year of investment management fees.
