Financial Counseling Associates, Inc. (FCA, Inc.) advises clients on investment allocations and provides counsel on financial planning, business planning, education funding, retirement planning, life and health insurance, estate planning, and tax planning for individuals and small businesses. FCA, Inc. has the authority to make investment decisions without client approval. FCA, Inc. generally provides investment advice on equity securities, investment company securities, and limited partnerships.
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 Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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