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Fairpoint Wealth Management, LLC

Fairpoint Wealth Management, LLC. CRD 289100

Fairpoint Wealth Management, LLC logo

CRD: 289100

Fairpoint Wealth Management, LLC

Olmsted Falls, OH
2162720514
fairpointwealth.com
$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Merrill Lynch · TD Ameritrade
Clients
Retail
Platforms
Catalyst signalRadial
Established Date
08-04-2017
Office Locations
1

Office Locations

-- Olmsted Falls OH

About Fairpoint Wealth Management, LLC

Fairpoint Wealth Management is an independent, fee-only fiduciary RIA led by Matthew Kircher in Olmsted Falls, Ohio. The firm serves high-income professionals and affluent families with investment management and portfolio design, employee benefits and compensation planning, and retirement income/withdrawal strategy. Portfolios emphasize active allocation across public funds, and the practice custody relationships include Charles Schwab.

Team overview

-- AVG AGE
$4.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Quantum Glacier harbor

Client Personas

Foundation vector

Investment Themes

Matrix timber Zenith eagle Pathway zenith

Investment Vehicles

Prime timber

Services

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Technology

Ridge insight Prime unison

Owner & Executives

M

MATTHEW DAVID KIRCHER

Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner

CRD
#6204444
Ownership
75% or more
(453) 650-6034
oak.optima@primecapital.com
in linkedin.com/in/summit-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $4,161,959 --
Non-Discretionary $0 --
Total $4,161,959 --

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Separately Managed Accounts

Total SMA Asset: $4,161,959

$4.2M Total SMA
Equity - Exchange:
62.0%
Cash:
38.0%
Asset class Assets Assets %
Equity - Exchange $3,151,633,181 62.0%
Cash $1,931,646,143 38.0%
Total $5,083,279,324 100.0%

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