A clear, low-pressure process designed so you can make an informed decision about whether we are the right fit.
A short phone or video call to get to know one another and make sure our expertise matches your situation. If we are not a fit, I will gladly introduce you to another advisor who may be better suited. No hard sell—ever.
If we both decide to proceed, I apply my expertise to analyze your current situation, answer your most pressing questions, and provide a clear electronic report outlining the steps toward financial success and how ongoing advice can help. You have time to review and think—no pressure to decide immediately.
When you are ready, we formalize the advisory relationship and begin implementing the plan—investment management, compensation coordination, and retirement income strategies tailored to your goals.
Professionals eager to delegate complex equity and benefits decisions to an expert so they can simplify family finances and focus on their career and life.
Individuals or couples who have accumulated $500,000 or more in investment assets and want a realistic plan for an earlier retirement.
Those who understand that the success of their retirement is too important to manage entirely on their own and prefer transparent, conflict-free advice.
No hidden costs. No commissions. Fees are deducted directly from managed accounts or billed as agreed.
Annualized fee calculated and billed monthly based on monthly asset values:
| Assets Under Management | Annual Fee |
|---|---|
| First $2 million | 1.00% |
| Next $2 million | 0.60% |
| Next $1 million | 0.40% |
| Over $5 million | 0.25% |
This covers investment management, ongoing planning, compensation coordination, and retirement income strategy.
For those who need as-needed advice rather than ongoing wealth management: $200 per hour.
Project-based comprehensive planning is also available; scope and fee are discussed in advance.
The easiest way to determine fit is a short, no-obligation call. Tell me about your situation and goals—I’ll let you know honestly whether I can help and what the next step would look like.
Phone: (216) 272-0514 · Email: matt@fairpointwealth.com
Email to ScheduleOr simply call or email with a few preferred times. Virtual meetings available for busy or out-of-town clients.