FSA Investment Group offers wealth management services, including financial planning and discretionary or non-discretionary investment portfolio management. Financial planning covers business planning, investments, insurance, retirement, education, estate planning, and tax and cash flow needs. FSA also provides specific advisory services to Tribal clients, such as cash management and enterprise consulting. FSA primarily uses mutual funds, exchange-traded funds, separate account managers, and individual securities for client investments.
Assets Under Management$710M
Clients64
Advisors14
Avg. per Client$11M
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.30% |
Fees may be discounted or waived based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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