FSAM works with clients to determine their investment objectives and risk profile, then develops a customized investment plan. FSAM offers investment and wealth management services through direct portfolio management, separately managed accounts, variable annuity sub account management, 401K advisory programs, and wrap fee account programs through third-party sponsors.
Assets Under Management$110M
Clients165
Advisors15
Avg. per Client$680K
Avg. per Advisor$7.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Annual fees in international advisory accounts may range up to 2%. All fees are negotiable between the client and FSAM.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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