Assets Under Management
$1.6B
Number of Clients
2,904
Number of Advisors
33
Average Client AUM
$541K
AUM per Advisor
$47.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
FSA offers investment advisory services using mutual funds, stocks, bonds, and ETFs. They also provide financial planning, focusing on overall strategies and recommending professional investment managers. FSA manages accounts on a limited discretionary basis and may furnish advice in tax, investment, risk, estate, retirement, and education planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees above $20,000,000 are negotiated.
477 Viking Drive, Suite 305, Virginia Beach, VA, 23452