Fairlane Investment Advisors Inc

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Client assets under management

$79,831,423

Clients

175

19% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$456,180

About

The firm advises individual investors, including both high-net-worth and non‑HNW clients, through discretionary portfolio management and tailored financial planning. Its services cover model portfolio management for brokerage accounts, participant‑level management of 401(k) and 403(b) accounts, and oversight of variable annuities and plan investment options.

Investment decisions are driven by model asset allocation with individualization based on client questionnaires, periodic reviews, and allowable account restrictions. The firm maintains two primary strategies: a Dynamic Tactical Asset Allocation approach that can employ leveraged mutual funds, hedging and alternative funds, and a Strategic Equity Strategy focused on dividend‑paying stocks screened using a Clean Surplus return‑on‑equity metric.

Noteworthy features include managing employer retirement plan assets at the individual participant level and offering limited financial planning to asset‑management clients at no additional charge. The firm uses Fidelity’s institutional platform for custody and execution, subjects managed 401(k) accounts to a surprise CPA review, and discloses referral arrangements that may pay solicitors a substantial portion of program fees.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Social Security optimization Income planning Wealth management Active portfolio management

Occupation focus

Retired

Fee options

Fixed

Financial planning fees range from $500 to $4,000 depending on plan components; e.g., Full Plan $4,000 initial, updates TBD

Percentage

$0 - $149,999: 1.50% $150,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.80% $2,000,000+: 0.70%

Other

Account minimum: $150,000 family aggregate recommended, $30,000 minimum per individual account (with a $50,000 minimum recommended for the Strategic Equity Strategy)

Main office location

Fairlane Investment Advisors Inc

21800 Haggerty Road Suite 112

Northville MI 48167, United States

Number of offices

Most active in

Florida · Louisiana · Michigan · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 313-593-3925

Advisors at this firm

Sarah K

Series 65

Northville, MI

Fairlane Investment Advisors Inc

Sarah Kleinstiver is a financial advisor at Fairlane Investment Advisors Inc. with 10 years of industry experience. She holds a Series 65 designation and has been with Fairlane since 2007. Fairlane Investment Advisors serves individual and high-net-worth clients with discretionary portfolio management and ongoing consultation. The firm manages employer-sponsored retirement accounts at the participant level and offers written financial planning and limited planning support for asset-management clients. Their investment approach includes model asset-allocation programs tailored to client risk profiles, a Dynamic Tactical Asset Allocation strategy, and a Strategic Equity strategy focused on dividend-paying stocks.

Retirement income strategy Social Security optimization Income planning Wealth management Active portfolio management Retired

Joseph K

Series 63, Series 65

Northville, MI

Fairlane Investment Advisors Inc

Joseph Kubic is a financial advisor at Fairlane Investment Advisors Inc with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fairlane Investment Advisors since 1984. Fairlane Investment Advisors serves individual and high-net-worth clients with discretionary portfolio management and ongoing consultation, managing employer-sponsored retirement accounts at the participant level. The firm uses model asset-allocation programs tailored to clients’ risk profiles and offers both a Dynamic Tactical Asset Allocation strategy and a Strategic Equity strategy focused on dividend-paying stocks.

Retirement income strategy Social Security optimization Income planning Wealth management Active portfolio management Retired

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