Financial Advisors Consortium (FAC) offers financial planning, consulting, and investment management services. FAC works with clients to understand their financial situation and goals, then develops a plan to help them achieve those goals. FAC manages investment portfolios, primarily allocating assets among various securities. Clients retain discretion over implementation of recommendations.
Fee Structure
FAC charges an annual fee based on the value of your portfolio. This fee ranges from 0.50% to 1.50% depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is billed quarterly, based on the value of the account on the last day of the quarter. FAC may negotiate a different fee rate for certain client holdings.