Assets Under Management
$112.9M
Number of Clients
165
Number of Advisors
16
Average Client AUM
$684K
AUM per Advisor
$7.1M
Compensation
Fee-Only (AUM)
FSAM works with clients to determine their investment objectives and risk profile, developing customized investment plans. Services include direct portfolio management, separately managed accounts, variable annuity sub-account management, 401K advisory programs, and wrap fee account programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable. Annual fees in international advisory accounts may range up to 2%.
1720 Windward Concourse, Suite 115, Alpharetta, GA, 30005