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Fairscale Capital, LLC
SEC-regulated
Registered investment advisor
Fairscale Capital, LLC is a registered investment advisor based in Nashua, New Hampshire, established in 2012. The firm offers financial planning services, including cash flow analysis, investment evaluation, and retirement and estate planning. Financial planning fees range from $200 to $300 per hour or a fixed fee of $600 to $10,000. For portfolio management services, fees range from 0.40% to 1.50% of assets under management, with a minimum account size of $300,000. The firm provides tailored investment strategies such as capital preservation, growth & income, growth, and dividend stock models. Clients have the option for discretionary or non-discretionary portfolio management. The firm does not charge performance-based fees and does not participate in soft-dollar arrangements. Clients' assets are held at a qualified custodian, and the firm does not have custody of client funds. The firm exercises investment discretion within client-approved guidelines. Clients are responsible for voting proxies on their securities. The firm has not faced any disciplinary actions and maintains a Code of Ethics to ensure high ethical standards. Additionally, the firm has a Business Continuity Plan in place for emergencies.
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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