Financial Solutions Associates (FSA) offers financial planning and investment management services to individuals. FSA determines the investments each client will own and when they are bought and sold, unless the client has imposed restrictions. FSA offers three different investment models: Aggressive, Balanced, and Conservative. Financial planning services can include a detailed analysis of a client's financial position, risk management, investment planning, income tax planning, retirement planning, and estate planning.
Assets Under Management$150M
Clients174
Advisors1
Avg. per Client$880K
Avg. per Advisor$150M
www.sustainableinvestmentsolutions.net ·www.linkedin.com/in/alexander-burke-cfp%c2%ae-b... ·www.financialsolutions.net
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Investment management fees are subject to negotiation at the advisor’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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