Financial Strategies Group offers asset management and financial planning services to individuals and other clients. FSG works with clients to understand their financial goals and risk tolerance, then creates an investment approach using stocks, bonds, ETFs, and mutual funds. FSG also provides financial planning and consulting services, including retirement plan consulting for employer plan sponsors.
Assets Under Management$550M
Clients1,224
Advisors7
Avg. per Client$450K
Avg. per Advisor$79M
Fee Structure
Financial Strategies Group manages investment portfolios for clients, charging a fee based on the value of the account. The maximum annual fee is 1.50%. Fees are negotiable and are deducted from client accounts. FSG may use third-party investment advisory firms to help implement investment portfolios.
Loading...