FSA Wealth Partners provides personalized investment management and limited financial planning services for individuals, business owners, trusts, and retirement plans. Operating as a registered investment advisor, FSA Wealth Partners builds customized portfolios using actively managed strategies, index funds, and exchange-traded funds, with a focus on aligning investments with client goals, time horizons, and risk tolerance. The firm utilizes proprietary downside protection strategies, such as the FSA Safety Net, to help manage market risks during sustained downturns. In addition to managing accounts directly, FSA Wealth Partners can manage held-away retirement accounts through third-party platforms and coordinate with independent managers when appropriate. While the firm primarily focuses on portfolio management, limited financial planning—covering goal development, retirement analysis, cash flow, and basic tax and estate planning coordination—is integrated into the advisory relationship. FSA Wealth Partners requires accounts to meet minimum annual fee thresholds but maintains no strict portfolio minimum.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable based on anticipated future asset additions, complexity, and portfolio size. Accounts under $400,000 are subject to a $5,000 minimum annual fee.