The Fairman Group, LLC is a large advisory firm based in Chesterbrook. It manages $471.45 million of regulatory assets for 821 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Pennsylvania.
The Fairman Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Fairman Group, LLC is $471.45 million. The firm's AUM has grown by 0% since the beginning of its operation, and $929.81 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay The Fairman Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of The Fairman Group is high net worth individuals with 82 clients and $462.78 million of assets under management. Among the 14 most similar advisory firms, The Fairman Group has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $471.45 million for 114 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
The Fairman Group doesn't advise any private funds.
The company employs 30 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where The Fairman Group, LLC performs its advisory services is located at 1200 Liberty Ridge Drive, Chesterbrook, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-889-7300 or by fax 610-889-7326. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at fairmangroup.com.