Dina
Leader
Fairway Wealth Management LLC
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About this Advisor
Dina Leader is a certified financial planner based out of Independence, Ohio with a total of 3 years of relevant experience. Leader is an employee of Fairway Wealth Management LLC. Over the course of their career, they have held roles at Fairway Wealth Management, Homemaking and Fairway Wealth LLC. Leader is registered to advise clients in Ohio. Fairway Wealth Management LLC is a business that has its headquarters in Independence, OH. It has $2 billion in assets under management between its 266 client accounts, placing it among the largest firms in the nation by assets under management. Of its 266 customer accounts, 85% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a diverse assortment 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. Financial advisory fee schedules vary depending on which service is provided. Fee types charged by Fairway Wealth Management LLC most likely are comprised of some blend 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
Dina Leader Work History
Dina has been registered as a financial advisor for 3 years.*
Fairway Wealth LLC
Fairway Wealth Management
Homemaking
*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 Dina Leader 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.
