FSP Advisors offers investment advice tailored to clients' needs, including portfolio management (both discretionary and non-discretionary) and financial planning. Financial planning covers various aspects of managing financial resources. FSP Advisors may also recommend third-party investment advisors. Educational seminars and workshops are offered at no charge. FSP Advisors also provides pension consulting services to employee benefit plans.
Assets Under Management$33M
Clients233
Advisors5
Avg. per Client$140K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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