Fairport Advisors, Inc. logo

Fairport Advisors, Inc.

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Total assets under management

$54,700,000

Total clients

62

11% high-net worth

Total advisors

6

of 7 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

10

Average account size

$882,258

About

Fairport Advisors provides investment management, investment consulting, and separate business consulting to individuals, closely held businesses, family trusts, charities, and retirement plans, including 401(k) and other ERISA accounts. The firm serves both high‑net‑worth and non‑HNW clients and manages a mix of discretionary and non‑discretionary accounts.

Investment management is delivered through model‑based portfolios that combine tactical and strategic asset allocation with a proprietary mix of technical, quantitative and volume analysis, supplemented by third‑party research and artificial‑intelligence tools. Portfolios typically use ETFs, stocks and pooled funds and, when suitable for a client’s objectives, can include alternative exposures (MLPs/LPs, BDCs, CIFs), derivatives, hedging strategies, margin and crypto proxies.

Fairport discloses an affiliation with Fairport Capital, a FINRA‑member broker/dealer, and several advisors are registered representatives who may receive commission‑based compensation for certain products (for example, variable annuities and 529 plans), a relationship the brochure identifies as a potential conflict of interest; a principal of the firm is disclosed as spending a substantial portion of his workweek with the affiliated broker/dealer. The firm also operates out of multiple offices (six) despite modest AUM, maintains referral and fee‑sharing arrangements with third‑party managers (e.g., Hanlon, Morningstar), and offers both investment and business consulting services.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $499,999.99: 2.00% annually $500,000 - $1,999,999.99: 1.70% annually $2,000,000 - $4,999,999.99: 1.20% annually $5,000,000 - $9,999,999.99: 1.00% annually $10,000,000+: Fee is negotiable

Commissions

Commissions received on sale of securities and insurance products through affiliated broker/dealer (Fairport Capital Inc.) and insurance licenses.

Project-based

$100 to $400 per hour for business consulting services.

Main office location

Fairport Advisors, Inc.

9141 E. Hidden Spur Trail

Scottsdale AZ 85255, United States

Number of offices

7

Most active in

Arizona · Connecticut · Florida · Georgia · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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