Fairchild Capital LLC

Updated today

Total assets under management

$102,789,935

Total clients

107

25% high-net worth

Total advisors

of 2 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

107

Average account size

$960,654

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

RoadMap initial financial plan fees range from $1,200 to $12,500 depending on complexity

Percentage

$0 - $500,000: 1.0% annually $500,001 - $1,000,000: 0.8% annually $1,000,001 - $2,000,000: 0.7% annually $2,000,001 - $5,000,000: 0.5% annually $5,000,001+: 0.25% annually

Project-based

Starting at $250 per hour for hourly advice

Other

Minimum fee: $5,000 annual minimum fee for RoadMap Plus engagement Fee-only: Hourly advisory services at $250 per hour

Disclosures

Main office location

Fairchild Capital LLC

5603 Sw Hood Ave

Portland OR 97239, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 503-828-3796

Advisors at this firm

Todd P

CFP®, RICP®

Portland, OR

Fairchild Capital LLC

Fairchild Capital is a firm created to help people with the biggest decision of their life--retirement. Assembling the pieces that you need for a retirement income plan requires the skill and training of a specialist. Our focus is helping clients plan and transition into retirement. You should not worry about how the markets are doing this year, or concern yourself with the changing political environment. Our clients know that their retirement income is not dependent on these things. Todd has been a Financial Planner since 2000 and is continually looking for ways to improve the services we provide to our clients. Todd provides the bulk of the technical expertise and has an incredible ability to translate complicated financial and tax strategies into plain English.

General retirement planning Social Security optimization General tax planning Baby Boomers (Born 1946-1964)

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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