Financial Institution Services, LLC offers tailored asset management services to meet clients' investment objectives. They determine your investment objectives, risk tolerance, and other relevant information to develop a strategy. They invest in mutual funds, individual equities, bonds, warrants, exchange traded funds, or other appropriate securities products. They require discretionary authority to manage your account.
Assets Under Management$260M
Clients332
Advisors2
Avg. per Client$780K
Avg. per Advisor$130M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fees are generally not negotiable, but may be in some limited circumstances. Clients may be subject to a different, lower fee schedule in effect at the time of their initial engagement with the firm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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