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Fairway Capital Advisors

Headquartered in NEWPORT BEACH, CA

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Firm Information

Fairway Capital Advisors is an investment advisor with offices in New York. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. They manage approximately $64.8 million in assets for 42 clients. The firm serves high-net-worth individuals, pension and profit-sharing plans, and other individuals. Fairway Capital Advisors participates in wrap fee programs.

Fairway Capital Advisors

$64.77M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FAIRWAY CAPITAL ADVISORS has a total of 1 branch locations across the country.
location

Newport Beach, CA

Advisors at Fairway Capital Advisors

View All 1 Advisors
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Robert J McDonald

RA

Newport Beach, CA

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Shaun Patrick Mutch

RA

Newport Beach, CA

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Disclosures

There are no public disclosures for Fairway Capital Advisors.

Frequently Asked Questions (5)

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