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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are billed quarterly and in advance. Fees may be negotiable.