Assets Under Management
$681.4M
Number of Clients
1,037
Number of Advisors
8
Average Client AUM
$657K
AUM per Advisor
$85.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Financial Sense® Advisors, Inc. (FSA) offers investment supervisory and financial planning services through its Managed Account Program (MAP). MAP includes Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), and Unified Managed Accounts (UMA). IARs work with clients to determine financial needs and objectives, and allocate assets into an appropriate model. Envestnet provides administrative services for the Platform and MAP accounts.
10809 Thornmint Road, 2nd Floor, San Diego, CA, 92127