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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-14-2018
- Office Locations
- 1
Office Locations
About Fairchild Capital LLC
Fairchild Capital is a Portland, OR RIA focused on retirement planning for individuals over age 50, emphasizing tax planning and retirement-income optimization alongside ongoing portfolio management. Clients receive 1-on-1 customized guidance led by CFP founder Todd Porterfield. Portfolios are implemented primarily with public funds/ETFs and government and investment-grade bonds, with custody through Schwab and Fidelity/NFS.
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Investment Themes
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Platform
Services
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Owner & Executives
TODD DUANE PORTERFIELD
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #2993639
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,274,567 | $318,612 |
| Non-Discretionary | $515,368 | $515,368 |
| Total | $102,789,935 | $319,223 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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