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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-16-2025
- Office Locations
- 1
Office Locations
About Fair Asset Management, LLC
Fair Asset Management is a Dallas-based, flat-fee RIA providing tax-focused financial planning and asset management for high-net-worth employees, executives, and retirees nationwide. The firm specializes in tax-efficient retirement income, equity compensation and concentrated employer stock, directly held real estate, charitable giving, and wealth transfer. Portfolios emphasize low-cost passive index funds, broad diversification, and tax-efficient, low-turnover implementation, with planning positioned ahead of asset management and Altruist-supported custody.
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Owner & Executives
PHILIP LARUE ORWIG
Chief Compliance Officer, Owner
- CRD
- #5802766
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,766,244 | $637,054 |
| Non-Discretionary | $0 | -- |
| Total | $119,766,244 | $637,054 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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