Fair Asset Management, LLC

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Flat-Fee, Tax-Focused Financial Planning - Fair Asset Management Tax-focused financial planning asset management for a flat fee We are a flat fee financial planning asset management firm focusing on high-net-worth employees, executives, and retirees. We are located in Dallas, Texas, but work with clients across the United States. We specialize in dealing with the financial issues important to these individuals their families — tax-efficient retirement income strategies, concentrated positions in employer stock, equity compensation deferred comp, directly-held real estate investments, integrated tax planning, charitable giving, and intergenerational wealth transfer. Our firm’s guiding principles are based on low costs, passive investments, tax management, and transparency with clients — underscored by our flat annual retainer fee structure. We believe that advanced financial planning comprehensive advice should precede asset management. Find Out More → Our Investment Philosophy 1) Keep investment costs low Building portfolios with low-cost index funds helps to improve the success rate of client retirement plans 2) Own tax-efficient investments It’s not what you make, it’s what you keep - we intentionally own investments with ultra-low turnover (buying selling) 3) Own broadly diversified asset classes Portfolios are designed to own investments with low and/or negative correlation to each other, providing proper diversification Learn the real cost of 1% While 1% might sound smal

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