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Fairlead Strategies

Headquartered in GREENWICH, CT

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Firm Information

Fairlead Strategies is an investment advisory firm located in GREENWICH, CT. They provide portfolio management for individuals and investment companies. Fairlead Strategies also offers educational seminars, market timing services, and publishes periodicals. The firm manages approximately $215,356,115 in assets.

Fairlead Strategies

19 EAST ELM STREET

GREENWICH, CT 06830

$215.36M

Assets Under Management

763

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Percentage of management fee

Branch Locations (1)

FAIRLEAD STRATEGIES has a total of 1 branch locations across the country.
location

GREENWICH, CT

Advisors at Fairlead Strategies

View All 4 Advisors
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William Lawrence Tamplin

RA

GREENWICH, CT

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Kevin Gerard Abbott

RA

GREENWICH, CT

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Tracy Anne Townshend

RA

GREENWICH, CT

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Katherine Townshend Stockton

RA

GREENWICH, CT

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Disclosures

There are no public disclosures for Fairlead Strategies.

Frequently Asked Questions (10)

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