Financial Services Group (FSG) provides investment advice and financial planning to clients. FSG offers advice on various investments, including stocks, bonds, mutual funds, and real estate partnerships. FSG reviews clients' financial situations, goals, and objectives to create financial plans and provide ongoing portfolio management. FSG also offers tax services and elder life planning services. Planning is based on information provided by the clients.
Fee Structure
FSG's Relationship & Foundations Program fees are based on a formula that includes your net worth and adjusted gross income. The annual Relationship Fee is calculated as $1,800 plus 0.60% of your net worth up to $2.5 million (0.30% on amounts over $2.5 million) plus 1% of your adjusted gross income. The fee is fixed for at least 24 months and billed quarterly. The minimum annual fee is $6,000 (or $4,800 for relationships established prior to 4/1/2022). The fee is negotiable at the discretion of FSG.
The Foundations Program Fee is based on the same formula as the Relationship Fee but may be billed as a monthly installment. It is recalculated every 24 months without the maximum increase of 15% limitation. The minimum monthly fee is $200. This service is only available to clients in the accumulation phase at the discretion of FSG.
The annual fee for the Limited Relationship is $1,500. An additional fee of 1.00% will be charged for portfolios greater than $150,000. This service model is for legacy clients only and is not available to new clients.
