Assets Under Management
$770.2M
Number of Clients
707
Number of Advisors
9
Average Client AUM
$1.1M
AUM per Advisor
$85.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
FSA Wealth Partners is a fee-only RIA offering asset management and financial planning. They use a four-step onboarding process and FSA Safety Net® to manage risk. FSA Next® assists young families. They provide limited financial planning and consulting services, with additional planning available under a separate agreement.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be reduced on a client-to-client basis.
One Church Street, Suite 901, Rockville, MD, 20850