FAS Wealth Partners, Inc. manages investment portfolios and provides personalized financial planning services for individuals, families, trusts, estates, and business entities. FAS Wealth Partners offers ongoing discretionary and non-discretionary asset management tailored to each client's goals, time horizon, and risk tolerance, utilizing a range of asset allocations from capital preservation to growth. In addition to investment management, FAS Wealth Partners offers comprehensive and targeted financial planning services covering retirement, tax and cash flow considerations, investments, insurance reviews, and estate strategies. The firm also provides investment consulting to employer-sponsored retirement plans. FAS Wealth Partners operates primarily through institutional custodians such as Charles Schwab and Fidelity, and coordinates with affiliated entities to offer insurance products, tax preparation, and accounting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees typically range up to 1.50% per annum and are negotiable based on portfolio style, complexity, and relationship size. Subject to an annual minimum fee of up to $5,000.