Fencl Advisory Services (FAS) provides investment advice and financial planning to individuals, trusts, and retirement plans. FAS creates personalized investment portfolios based on each client's goals and circumstances. They manage accounts on a discretionary basis, and clients are aware of trades placed in their accounts. FAS also offers financial planning services, evaluating a client's current and future financial state to predict future cash flows and asset values.
Fee Structure
Fencl Advisory Services charges a maximum annual advisory fee of 2.00% of your portfolio. This fee is deducted from your account quarterly. Fees may be negotiable under certain circumstances. The minimum annual fee for all households is $4,000. A minimum of $400,000 of assets under management is generally required for this service, but this may be negotiable.