- Why Us?
- Our Principles
- Contact Us
Fair Weather Strategies, LLC is a “fee-only” investment advisor. We charge client’s a flat fee that is determined based on the investor’s or fiduciary’s assets under management. It is the only manner in which we are compensated.
It is our experience that many investors are not fully aware how much they pay in fees to their financial advisors. Some advisors are compensated based on commissions from selling mutual funds that charge front or back end sales fees. Others are compensated with a commission every time an investor trades. Other advisors are compensated in this manner and in addition charge an annual retainer or assets under management based fee.
We chose our compensation model because we believe it aligns our incentives closely with that of our clients. We are motivated to select from a very broad range of investment vehicles, and to focus on cost effective funds such as ETFs, for example.
Our model portfolios favor ETFs that are publicly traded , relatively liquid and for which frequent price information is easily and publically accessible to investors.