Fund Advisors of America is a registered investment advisor based in Orlando, Florida, offering comprehensive portfolio management services. The firm designs customized asset allocation guidelines and implements investment strategies tailored to each client's specific financial goals, time horizon, and risk tolerance. Fund Advisors of America utilizes a combination of fundamental, technical, and cyclical analysis to manage portfolios primarily consisting of stocks, mutual funds, exchange-traded funds, closed-end funds, and option strategies. The firm acts in the client's best interest and makes investment decisions on a discretionary basis while allowing clients to place written restrictions on their accounts. Client assets are held at Charles Schwab & Company, where accounts are reviewed on an ongoing basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees for accounts over $1,000,000 are negotiable. The maximum stated rate is 2.25%.