Financial Advocates Investment Management

Assets Under Management

$4.1B

Number of Clients

10,919

Number of Advisors

3

Average Client AUM

$373K

AUM per Advisor

$1.4B

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

FAIM is an SEC-registered investment adviser offering investment management, hourly consulting, and financial planning. They utilize a decentralized network of IARs who provide tailored advice. GWP offers algorithm-based investment through an interactive portal. FAIM supervises IARs and allows them to offer other products/services unrelated to FAIM's IA business.

Fee Structure

Minimum Investment:$5K
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location

1601 Cooper Point Road Nw, Olympia, WA, 98502

3 Advisors at this firm

Financial Advocates Investment Management | TrueAdvisor