Folsom Wealth Advisors (FWA) offers investment management based on individual client needs, primarily using stocks, bonds, mutual funds, and ETFs. FWA may use third-party investment managers. FWA also provides financial planning services covering business planning, cash flow, college savings, estate planning, insurance, retirement planning, tax strategies, and more. Financial planning is offered on a project basis or ongoing. FWA also offers educational seminars.
Assets Under Management$3.9M
Clients7
Advisors1
Avg. per Client$560K
Avg. per Advisor$3.9M
www.linkedin.com/company/folsom-wealth-advisors ·www.instagram.com/heathertalksfinance ·www.folsomwealthadvisors.com
Fee Structure
Minimum Investment:$500
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Schedule shown is for GeoWealth. Betterment schedule is: - First $2,500,000: 0.90% per year - $2,500,001 - $10,000,000: 0.75% per year - Over $10,000,001: Negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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