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Fairport Asset Management Corp

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Client assets under management

$11,720,477

Clients

51

22% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

26

Low

Average account size

$229,813

About

Fairport provides investment advisory and financial planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, and other business entities. Its services include portfolio management, written financial plans, tactical asset allocation, and insurance and annuity offerings delivered through both advisory and brokerage channels.

The firm offers tactical asset allocation strategies that can invest 0%–100% of a portfolio across cash, stocks, bonds, ETFs, REITs and related vehicles, and it uses both fundamental and technical analysis to set and revise allocations and timing. Depending on the account, Fairport may trade on a discretionary basis or act in a non-discretionary, recommendation-only capacity—specifically noting that for certain tax-qualified accounts the client will initiate transactions.

Fairport’s senior personnel are licensed to sell securities through a broker-dealer and to place insurance products, so client purchases may generate commissions or insurance compensation paid to firm representatives and, indirectly, to the firm. The firm also discloses a resolved 1994 regulatory enforcement matter concerning signature-guarantee practices and custody-related disclosures that resulted in supervisory undertakings, suspensions and monetary penalties.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Market timing

Expertise

Long-term care insurance

Fee options

Fixed

Financial planning fees range from $250 to $3,000, negotiable

Percentage

0.25% quarterly advisory fee

Commissions

Commissions from insurance products and securities sales; varies by product

Project-based

Up to $200 per hour for time expended if financial planning service is cancelled

Other

Account minimum: $25,000 Minimum fee: Minimum quarterly fee of $62.50 Fee-only: Financial planning fees range from $250 to $3,000 and are negotiable; hourly fees up to $200 per hour upon cancellation

Main office location

Fairport Asset Management Corp

1515 Black Rock Turnpike, Suite 102

Fairfield CT 06825, United States

Number of offices

1

Most active in

More info

Connecticut · New York

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 203-335-0344

Advisors at this firm

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Roger G

Series 63, Series 65

Fairfield, CT

Fairport Asset Management Corp

Roger Goetz is a financial advisor at Fairport Asset Management Corp with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Fairport entities since 1988, including Fairport Capital, Inc. and Fairport Financial, LLC, where he serves as president. Outside of advisory work, he is an agent for life, health, and long-term care insurance and variable annuities. Fairport Asset Management Corp provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers both discretionary portfolio management and written financial plans, employing tactical and strategic asset allocation approaches that incorporate fundamental and technical analysis as well as Morningstar-managed portfolio options.

Long-term care insurance
user avatar

Adele G

Series 65

Fairfield, CT

Fairport Asset Management Corp

Adele Goetz is a Series 65-licensed advisor at Fairport Asset Management Corp in Fairfield, CT, with eight years of industry experience. She has been associated with Fairport Asset Management Corp since 1996. Fairport Asset Management Corp provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management and written financial plans with both tactical and strategic asset allocation approaches, including Morningstar-managed portfolios.

Long-term care insurance
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