Fund Advisors of America manages wealth by offering investment management services. They design asset allocation guidelines based on your goals and objectives, implement investment and risk management strategies, and monitor investment performance. They get to know you through consultations and a financial profile questionnaire to understand your financial needs and risk tolerance.
Assets Under Management$150M
Clients585
Advisors2
Avg. per Client$260K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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