Paul Fair Associates, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,502,100
Total clients
26
0% high-net worth
Total advisors
1
Firm size
Independent
1 advisor
Average clients per advisor
26
Average account size
$134,696
About
Paul Fair Associates, LLC serves individuals (including non–high-net-worth individual clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers discretionary investment supervisory services and non‑discretionary recommendations and monitoring of independent managers, and the firm’s principal also offers insurance-related services on a commission basis and instructs financial education classes for a nonprofit, devoting roughly 30% of his time to those activities.
The adviser primarily allocates client assets among mutual funds, stocks and exchange‑traded funds and may advise across a broad set of instruments including corporate and municipal debt, government securities, CDs, commercial paper and options; its security analysis methods include charting, fundamental, technical and cyclical analysis. Clients may appoint the firm for discretionary portfolio management, typically maintaining accounts at custodians the firm recommends (Pershing/AssetMark or TD Ameritrade/FTJ Fund Choice), or engage the firm for periodic monitoring of independent managers with reviews performed by the principal.
The firm is distinctive among its peer group for accepting non‑HNW individual clients and providing portfolio management to individuals while using percentage‑of‑AUM fees, features that are statistically uncommon for firms in this category; the firm does not act as a private fund adviser. Paul Fair Associates is a small practice (about 26 clients and roughly $3.5 million in AUM), the principal retains outside insurance and educational roles, and the adviser does not vote client proxies, leaving proxy decisions to clients.
Client services
Portfolio management
Expertise
Wealth management
Fee options
Negotiable up to 1.75% annually
Fee-only: Fee-only basis; no commissions charged by the firm for investment advisory services
Main office location
Paul Fair Associates, LLC
Birdsboro PA, United States
Number of offices
1
Most active in
Paul Fair Associates, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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