Robert Everett is a registered investment advisor at Fsc Advisors LLC, based in North Canton, OH, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 113 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $275K | 2.00% |
| $275K - $500K | 1.75% |
| $500K - $800K | 1.50% |
| $800K+ | 1.25% |
These fees apply to equity based securities, mutual funds, and exchange traded funds. Fees for fixed income securities are: $1-$499,999: 0.50%, $500,000 and above: 0.25%. Certain factors may subject the above listed asset-based fees to negotiation; however, these fees can never be higher than stated above.
Fee Estimator
Location
920 South Main St 101, North Canton, OH, 44720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fsc Advisors LLC
State Registrations2 states
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