Top financial advisors in Fairhope, AL
We've curated a list of the best financial advisors in Fairhope, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $336,407,000 Number of advisors 4 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Fairhope, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Hayek Kallen Investment Management L.l.c.
Hayek Kallen Investment Management LLC, established in 1985 by Fred Hayek in Fairhope, Alabama, offers investment and wealth management services to individuals and small institutions, focusing on a balanced-value investment approach. The firm's principal owner, Eric Kallen, leads portfolio management and security analysis. With $396 million under management as of March 26, 2023, all accounts are managed on a discretionary basis. Clients are typically billed quarterly based on a percentage-of-assets fee structure, with a minimum investment of $500,000. The firm primarily invests in individual stocks and bonds, aiming to provide stability and income through a 50/50 or 60/40 equity/bond asset allocation strategy. Hayek Kallen does not use performance-based fees and serves individuals, families, small organizations, and non-profits. The firm's investment philosophy involves a qualitative and quantitative analysis to identify undervalued companies for long-term investment. Clients maintain custody of their funds and securities at Charles Schwab or Fidelity, with the firm having investment discretion over client accounts based on agreed-upon Investment Policies. The firm's employees adhere to a Code of Ethics and act as ERISA fiduciaries when providing retirement account advice. Hayek Kallen does not participate in referral programs and has no disciplinary events to report.
$336,407,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Fairhope, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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