Paul Fair
Advisor at Paul Fair Associates, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Paul Fair Associates, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Paul Fair Associates, LLC
Location
Birdsboro, PA 19508
Credentials
Series 63, Series 65
Industry experience
22 years
Paul Fair is the principal of Paul Fair Associates, LLC, where he has provided financial advisory services since 2000, totaling 22 years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he teaches financial education classes for a nonprofit organization, dedicating about 30% of his time to this activity. Paul Fair Associates, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary investment supervisory services and monitors independent managers, allocating client assets across mutual funds, stocks, ETFs, and various fixed income instruments using multiple security analysis methods. The firm is notable for accepting non–high-net-worth individual clients and providing portfolio management with percentage-of-AUM fees.
Negotiable up to 1.75% annually
Fee-only: Fee-only basis; no commissions charged by the firm for investment advisory services
334 Washington Street
Birdsboro, PA 19508
Pennsylvania
Paul Fair Associates, LLC
2000 - Present (26 years)
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