FSA Wealth Partners offers investment management and limited financial planning services. The firm helps clients establish financial goals and uses an active asset management system, including FSA Safety Net, to manage risk. FSA Next is designed for younger individuals to begin investing and planning. Stand-alone financial planning is available under a separate agreement.
Assets Under Management$770M
Clients707
Advisors9
Avg. per Client$1.1M
Avg. per Advisor$86M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
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 may be reduced on a client-to-client basis. FSA Next accounts are charged a 1.00% annual management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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