Fairport Asset Management Corp

Fairport Asset Management Corp., established in 1988 by Roger W. Goetz, offers discretionary asset management services tailored to individual investors' risk tolerance levels. Clients can choose from various account types with customizable investment restrictions. Fairport provides written financial plans with fees ranging from $250 to $3,000, payable upon completion. The firm also offers insurance products with commissions varying by product. Tactical Asset Allocation Services cover a range of investments, including mutual funds and variable annuities, aiming for long-term risk-adjusted returns. Fairport does not charge performance-based fees and typically advises individuals, trusts, and corporations. The minimum investment varies based on the service, starting at $25,000. Fairport's investment strategies include Tactical and Strategic Asset Allocation Services, with a focus on preserving capital and achieving long-term returns. The firm discloses disciplinary actions taken against Mr. Goetz in the past. Fairport's President and Agents may receive compensation for selling securities and insurance products. Clients have the option to select portfolios managed by Morningstar Investment Services, Inc., with fees based on assets under management. Fairport operates as a fiduciary, acting in clients' best interests, and clients have the authority to terminate services at any time.