Financial Counseling, Inc. provides financial planning and investment advice on a "pay as you go" basis. Services include asset allocation, investment selection, retirement planning, college funding, and employee benefits analysis. FCI also offers access to third-party investment advisors. Client services are tailored to individual needs, with written statements of objectives and risk tolerances.
Assets Under Management$92M
Clients396
Advisors2
Avg. per Client$230K
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable. The Tactical Asset Allocation fee is 1.50% for amounts up to $2,999,999 and negotiable for $3,000,000 or more. The maximum advisory fee charged will not exceed 2.00% in a given year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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