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Fairchild Financial Advisors, Inc.
SEC-regulated
Registered investment advisor
Fairchild Financial Advisors, Inc. is a SEC-registered investment adviser based in California, established in January 2013 by Steven Fairchild. The firm offers individual portfolio management services, providing personalized investment strategies based on client needs and objectives. They manage advisory accounts on a discretionary basis, focusing on securities like exchange-listed securities, mutual fund shares, and corporate debt securities. Additionally, Fairchild offers services through the AssetMark Platform, acting as an investment adviser to clients. The minimum investment required in the AssetMark Platform ranges from $25,000 for Mutual Fund and ETF Accounts to $100,000 to $500,000 for Separately Managed Accounts. Fairchild Financial also engages in other financial industry activities, including affiliations with LPL Financial for securities and investment advisory services. The firm's fee structure includes an annual advisor fee based on a percentage of assets under management, with breakpoints starting at $1,000,000. Fairchild Financial does not charge performance-based fees and has no disciplinary events to disclose. Clients have the option to terminate the advisory relationship at any time with a 30-day notice. The firm does not vote proxies on behalf of clients and does not have custody of client funds or securities. Fairchild Financial maintains a Code of Ethics and addresses conflicts of interest by disclosing potential conflicts and ensuring client interests are prioritized.
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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