EA
EA

Elizabeth Arcara

3 Years of Experience
Fishkill, NY
Broker

Elizabeth Arcara is a registered investment advisor at Fsc Wealth Advisors, LLC, based in Fishkill, NY, with 3 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,180 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
1,180 clients
Average Client Portfolio
$240K average
Assets Under Management
$283.1M

Fee Structure

Investment management only (planning not offered)

FSC Wealth Advisors charges a percentage of your portfolio each year. The exact percentage depends on how much you invest and when you signed up as a client.

For clients who signed up before January 17, 2013, the fees are:

  • 1.95% on assets under $100,000
  • 1.80% on assets between $100,001 and $250,000
  • 1.75% on assets between $250,001 and $500,000
  • 1.70% on assets between $500,001 and $750,000
  • 1.65% on assets between $750,001 and $1,000,000
  • 1.50% on assets over $1,000,000

For clients who signed up on or after January 17, 2013, the fees are:

  • 2.50% on assets under $100,000
  • 2.35% on assets between $100,001 and $250,000
  • 2.30% on assets between $250,001 and $500,000
  • 2.25% on assets between $500,001 and $750,000
  • 2.20% on assets between $750,001 and $1,000,000
  • 2.05% on assets over $1,000,000

These fees are negotiable.

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Location

1 Summit Court, Suite 100, Fishkill, NY, 12524

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Elizabeth works as a registered assistant for FSC Wealth Advisors LLC, dedicating nearly full-time hours. She also works as a bartender for 165 Cafe Corp.

Employment History
Current Registrations
Fsc Wealth Advisors, LLC
December 2022 - Present · 3 yrs 5 mos
Geneos Wealth Management, INC.Broker
June 2022 - Present · 3 yrs 11 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.