Financial Counseling Associates, INC

Fee-Only (% of Portfolio)

Financial Counseling Associates, Inc. manages investment portfolios and provides comprehensive financial planning and investment advice for individuals, trusts, and small businesses. Financial Counseling Associates, Inc. builds diversified portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other securities, tailoring strategies to each client's risk tolerance, goals, and tax considerations. In addition to managing investments, Financial Counseling Associates, Inc. provides advice on retirement planning, business planning, education funding, life and health insurance, estate planning, and tax planning. Financial Counseling Associates, Inc. operates as a registered investment advisor and is legally required to act in your best interest. The firm has the authority to make trades without asking first, meaning they can implement investment decisions on your behalf.

Assets Under Management$100M
Clients126
Advisors2
Avg. per Client$820K
Avg. per Advisor$52M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2M+0.50%

Fees are billed quarterly and in advance. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Financial Counseling Associates, INC - Fees, AUM & Advisors | TrueAdvisor