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About Fair Weather Strategies, LLC |
Fair Weather Strategies, LLC (FWS)is an investment advisor registered with the Commonwealth of Massachusetts. FWS provides fee-only wealth management.
The firm emphasizes transparency - the firm website clearly outlines its simple fee structure and investment portfolios are displayed there also. FWS does not derive any wealth management revenues from commissions or from selling any particular fund or product. The firm takes pride in its independence from Wall Street.
FWS offers both passive and active portfolios, with the goal of creating an investment strategy the client can adhere to over time. All investment strategies are implemented only in the context of a comprehensive financial plan, tailored specifically for the individual client's needs. |
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General Information |
| Years of Experience in Financial Services: |
15
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| States Licensed in: |
NY, MA
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| Name of Custodial Firm: |
Pershing Bank of New York, Interactive Brokers, Schwab
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| Number of Years with Current Firm: |
4
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| Work with the following types of clients: |
Businesses, Individual Investors
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| States Willing to do Business in: |
Northshore and Greater Boston
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), 401k rollovers
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
MBA, CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 65
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| Insurance and Annuity Licenses: |
Life, Health
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Firm Information |
| Assets Managed by Firm: |
$5mn
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| Assets Managed by Advisor: |
$5mn
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| Firm's Number of Clients: |
27
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| Firm's Number of Planning Clients: |
25
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| Firm's Number of Managed Clients: |
27
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
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| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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