Fairview Capital Partners, Inc
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Overview
Fairview Capital Partners, Inc is an advisory firm located in West Hartford, Connecticut. The company administers $2.6 billion in assets under management over 26 client accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). Fairview Capital Partners, Inc has a small team, including 11 financial advisors. Fairview Capital Partners, Inc is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like bonds, options and equities.
Fairview Capital Partners, Inc manages all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction judgments without requiring client approval. The advisory firm supervises about $98.8 million in assets for each client account. The average financial advisor at Fairview Capital Partners, Inc oversees about two client accounts, making it one of the most individualized financial advisor firms in the country.
Fairview Capital Partners, Inc's main office is located at 75 Isham Road, West Hartford, Connecticut 6107. The company is registered to provide services to investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fairview Capital Partners, Inc by the Numbers
$2.6 billion
26
26
$98.8 million
Fee Structure
Fees charged by financial advisors depend on the financial services offered. Fee types billed by Fairview Capital Partners, Inc likely are comprised of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Fairview Capital Partners, Inc.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Out of its 26 accounts, Fairview Capital Partners, Inc's biggest client group is pooled investment vehicles. None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fairview Capital Partners, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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