Fairport Asset Management

Fairport Asset Management

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1350 Euclid Avenue Suite 400

Cleveland, OH 44115-1833

216-431-3000

fairportasset.com

No. advisers: 27

AUM: $1,565,391,695

Asset Breakdown

Staff
Employees 27
Clients
High-net-worth individuals 76-99%
Financial planning clients N/A
High-net-worth client assets Up to 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $1,216,975,965 1,582 $769,264
Non-discretionary 348415730 231 $1,508,293
Total $1,565,391,695 1,813 $863,426

Retirement planning for women

July 22, 2017 - ore women are managing their household finances than ever before, but many still face a significant retirement funding gap due to lower average lifetime earnings and longer life expectancies. Consequently, women often feel insecure about their financial...

How to effectively engage and serve female clients

July 17, 2017 - It is clear building relationships with women is a proven way to grow your business. Heather Ettinger of Fairport Asset Management explains proven segmentation strategies.

Advice firm carves out unit for women investors

June 26, 2017 - Fairport Asset Management has been so successful attracting widows and female executives that it's created a new division within the firm to focus solely on serving wealthy women. Under the Luma Wealth Advisors brand, the firm will target women with net...

CFP Board launches program to attract more women planners

May 4, 2017 - The CFP Board Center for Financial Planning is creating a pilot program known as the Financial Planning Re-entry Initiative (FPRI) aimed at expanding the pool of female financial planners. Working in partnership with iRelaunch, a firm that develops career-reentry...

IN's Best Practices awards highlight performance, most advantageous use of staff and tech

October 12, 2015 - InvestmentNews has selected 24 firms that have gone above and beyond in growth and financial performance this year. Two InvestmentNews research studies, the Adviser Compensation & Staffing Study and the Adviser Technology Study, highlighted the ways in...

What it takes to serve female breadwinners properly

May 20, 2015 - Ellen Rogin President and founder, Strategic Financial Designs Heather Ettinger Managing partner, Fairport Asset Management

How advisers are guiding clients through critical crossroads

November 2, 2014 - For the third of a series of special reports on the Crossroads the financial advice business is facing, we asked the industry's top advisers: How are you guiding clients through today's critical crossroads? Here is what they said: "Changes to the estate...

Fairport Asset Management’s Ettinger: The unique value proposition of women advisers

June 27, 2014 - There is a phenomenal opportunity for women advisers today. Heather Ettinger of Fairport Asset Management says that three of her company’s top performers in terms of both retention and referrals are women. What are the keys to their success?

Variety of networks key to success for women in advisory business

June 26, 2014 - For women who want to succeed in financial services, the keys lie in the networks they create. That message was shared by many of the successful female speakers at the InvestmentNews and Investment Program Association's Women's Forum in New York on Wednesday....

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified 1,906 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2017, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

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