Financial Design Studio (FDS) offers investment management and financial planning services tailored to individual client needs. FDS provides ongoing investment advice and manages client portfolios based on their objectives. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. FDS also offers personal tax return preparation and business bookkeeping/consulting solutions.
Assets Under Management$110M
Clients134
Advisors3
Avg. per Client$790K
Avg. per Advisor$35M
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Fee Structure
Minimum Investment:$880K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Minimum portfolio value requirement of $875,000 for investment management services, which may be waived at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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