Fairway Asset Management, Inc.
Fairway Asset Management, Inc. (CRD# 142038) is a financial advisory firm headquartered in Danville, CA. They manage $40,100,000 in 148 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts148ACCOUNTS
Average Account Value$270,946
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Tim Smith (CRD# 2936153) is a Financial Advisor and Coach working at Fairway Asset Management, Inc. in Danville, CA and has over 19 years of experience in the finance industry.
Tim feels like he works best with someone going through a major life transition, such as a divorce, death of a spouse or retirement. He has developed a process called The Master Plan that goes much deeper than the traditional financial plan. If you are going through a major transition in your life, you need something more than a generic financial plan. Tim can help you think about what is most important in your life, and then help you align the way you spend your time and money to those most important things.
Tim has a way of making complicated things simple. He will not try and impress you with his knowledge. Rather he will listen to you and see how he can help you.