Fund Direct Advisors (FDA) offers advisory and consulting services to individuals, high net worth individuals, and retirement plans. For retirement plans, FDA advises on mutual fund selection and monitoring. For individuals, investments are made in mutual funds, ETFs, and individual stocks/bonds upon request. FDA uses FI360 software to screen and monitor investments. They also perform project work like financial planning and allocation studies.
Assets Under Management$590M
Clients155
Advisors4
Avg. per Client$3.8M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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