Main Menu Pricing Our Fee-Based Pricing Keeps Our Goals Aligned With Yours. A simple, transparent fee Our fee is transparent and is a percentage based on assets under management. We do not charge separately for financial planning or other wealth management services. An ethical, trustworthy partner As a Registered Investment Advisor held to a fiduciary standard, we are required by law to put our clients’ interests first. Unlike many other firms, there is no commission paid to us based on the investment choices we make on your behalf. One fee, many benefits Our fee, based on the assets we manage for you, encompasses Fairview’s many services: research, asset management, financial planning, portfolio composition, multi-advisor communication, family education, and dedicated service. Easy to understand Our fee is easy to read on your quarterly invoice: you know exactly what you are paying for our services. Tiered pricing keeps fees lower when you bring more assets to Fairview Our pricing is tiered depending on the assets we manage for you. If you trust us to oversee more assets, the percentage we charge goes down. Family-based asset total Our fee is based on your entire family’s assets under our management. For example, if we manage $8 million for you, $5 million for your sibling, and $1 million for each of your three children, we determine pricing based on all the assets combined. This pricing often allows for discounts through fee breakpoints. OFFICES: San Francisco Bay Area Office 300 Drakes Landing Road, Suite 250 Greenbrae, CA 94904 (415) 464-4640 Pittsburgh Office 103 Brilliant Avenue, Suite A Pittsburgh, PA 15215 (412) 963-9160 Client Logins Contact Us Nothing in these materials should be construed as investment or legal advice or a recommendation to purchase or sell securities. The information is not intended as an offer to provide advisory services in any state or jurisdiction where such offer would not be permitted under applicable law. Terms of Use and Conditions | Privacy Policy | Cookie Policy | Form CRS | Form ADV © 2021 Fairview Capital Investment Management, LLC We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. Do not sell my personal information. Cookie Settings ACCEPT