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Fai Advisors, Inc.
SEC-regulated
Registered investment advisor
FAI Advisors, Inc. is an SEC-registered investment adviser established in 2006, located in Farmington Hills, MI. The firm offers investment management services on a discretionary basis, tailoring portfolios to individual client needs and goals. Clients retain ownership of securities, and advisory accounts are managed based on client objectives. FAI may engage sub-advisers like SEI Investments Management Corporation for portfolio management. The firm charges annual fees based on a tiered percentage of assets under management. Consulting services are also available, with fees determined by service complexity. FAI Advisors acts as a fiduciary for clients, providing continuous advice and maintaining client suitability information. Investment strategies include fundamental and technical analysis, asset allocation, and mutual fund/ETF analysis. The firm discloses potential conflicts of interest, including insurance-related activities and compensation arrangements. Clients have the right to terminate agreements and choose insurance providers. FAI Advisors does not vote proxies for clients and does not engage in principal or agency cross transactions. Clients are responsible for directing custodians on voting proxies and legal proceedings. The firm emphasizes transparency, client education, and adherence to fiduciary duties.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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