SERVICES
Financial Planning
For those who want the works when it comes to current finances. For an hourly rate, we'll work with you to build a full financial plan from budgeting to investing. Our portfolio recommendations are similar to those we suggest for our Advisory Service clients, all that's left is for you to implement it, either with Fairwater or on your own.
Advisory Services
We'll be with you every step of the way. Advisory clients benefit from low fees, and no account minimums. We work with you to build your investment plan, implement it, and then manage it. Leave it to us so you can live your life.
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Accounts managed by Fairwater use a combination of the following to implement your financial strategy:
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Mutual Funds
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ETFs
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Individual Stocks
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Bonds
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Options
* Fairwater Investments LLC and any representatives registered with Fairwater Investments LLC may only transact business in states if first registered, excluded or exempted from registration requirements, and follow-up, individualized responses to persons in states that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state registration requirements, or an applicable exemption or exclusion. Click here for Firm Brochure. Click here for Table of Fees.