Charles
Avarello
Fairway Wealth Management LLC
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About this Advisor
Charles Avarello is a certified financial planner operating out of Independence, Ohio with a total of 3 years of relevant experience. Avarello works at Fairway Wealth Management LLC. During their career, Avarello has held roles at Fairway Wealth LLC and Fairway Wealth Management. Avarello has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Ohio. Fairway Wealth Management LLC is an advisory firm based in Independence, OH. It manages $2 billion in total assets among its 266 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 266 client accounts, 85% belong to high-net-worth individuals who have greater than $1 million in assets. The business has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management typically depend on which services are provided. Fees charged by Fairway Wealth Management LLC likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fairway Wealth Management LLC Brokerage Details
$1,652,486,003
17
266
$6,212,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Charles Avarello Work History
Charles has been registered as a financial advisor for 3 years.*
Fairway Wealth LLC
Fairway Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Avarello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fairway Wealth Management LLC
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
