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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial bridgeZenith
- Established Date
- 04-27-2018
- Office Locations
- 3
Office Locations
About Faircourt Partners, LLC
Faircourt Partners is an independent fiduciary advisor focused on employer-sponsored retirement plans, creating and managing custom, employee-focused plan designs that balance cost, complexity, and evolving regulatory requirements. The firm serves corporate and institutional employers across industries and implements discretionary portfolios primarily with ETFs, with Charles Schwab & Co. listed as custodian.
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Owner & Executives
BENJAMIN TUCKER OLSON
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4809389
- Ownership
- 50% but less than 75%
CHARLES MORAN WADDELL
Managing Member, Partner
- CRD
- #5268768
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JONATHAN PATRICK BERG
Senior Advisor
- CRD
- #5231815
Jordan Thomas Fraser
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- CRD
- #4426903
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,667,666,699 | $31,384,314 |
| Non-Discretionary | $452,947,721 | $37,745,643 |
| Total | $3,120,614,420 | $32,171,283 |
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Separately Managed Accounts
Total SMA Asset: $3,120,614,420
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $907,323,929 | 22.7% |
| Cash | $411,693,236 | 10.3% |
| Corporate - Investment Grade | $711,469,865 | 17.8% |
| Corporate - Non-Investment Grade | $727,457,952 | 18.2% |
| Equity - Exchange | $303,773,650 | 7.6% |
| U.S. Government/Agency | $935,303,081 | 23.4% |
| Total | $3,997,021,713 | 100.0% |