Advisor at Fairbanks Financial Wealth Management
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
Fairbanks Financial Wealth Management
Location
Brenham, TX
Credentials
Series 65
Industry experience
1 year
Fixed fees for specified services; typically half payable in advance; initial retainer of $2,500 or more common
$0 - $2,000,000: 1.00% $2,000,000 - $4,000,000: 0.80% $4,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $20,000,000: 0.40% $20,000,000 - $30,000,000: 0.30% $30,000,000+: Negotiable
Up to $325/hour
Minimum fee: $2,000 per quarter minimum fee Fee-only: Fixed annual or hourly fee; hourly fees not to exceed $325/hour
MitchellClark & Company
2021 - Present (5 years)
Alabama Clinical Schools
2020 - 2021 (1 year)
The Learning Tree
2019 - 2020 (1 year)
Extra Special People
2018 - 2019 (1 year)
Youth Villages
2017 - 2018 (1 year)
Walt Disney World Resort
2017 - 2017 (1 year)
TNG Merchandiser
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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