Assets Under Management
$396.2M
Number of Clients
1,561
Number of Advisors
25
Average Client AUM
$254K
AUM per Advisor
$15.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
FSA Advisors provides portfolio management services tailored to client goals and risk tolerance, including investment strategy, asset allocation, and regular monitoring. They also offer financial planning covering investment, insurance, tax, retirement, college, and debt/credit planning. They may direct clients to third-party investment advisers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
50 W Big Beaver Rd Suite 500, Troy, MI, 48084