FAS Wealth Partners offers ongoing investment management based on your goals and risk tolerance. They also provide financial planning services, including comprehensive and targeted plans covering areas like retirement, taxes, and estate planning. FAS manages assets held at custodians like Charles Schwab and Fidelity. They may use third-party managers in certain situations.
Assets Under Management$3.8B
Clients1,564
Advisors22
Avg. per Client$2.4M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
FAS Wealth Partners' fees for managing your investments are a percentage of the assets they manage, up to 1.50% per year. The exact fee can be a flat dollar amount agreed upon by both parties, charged quarterly or monthly. FAS may apply a minimum quarterly fee up to $1,250 ($5,000 annually). All fee arrangements are subject to negotiation.
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Location
22 Advisors at this firm
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