FSA Advisors offers investment management based on individual client goals and risk tolerance. They create an investment policy statement for each client. FSA Advisors may also direct clients to third-party investment advisors. FSA Advisors also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning.
Assets Under Management$570M
Clients4,406
Advisors31
Avg. per Client$130K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
31 Advisors at this firm
Page 1 of 2