FSI Advisory Group offers financial planning and investment management services. Financial planning is customized to each client's goals, financial situation, and risk tolerance. Investment management involves actively managing client assets, primarily through no-load mutual funds, and sometimes individual stocks and bonds. Clients can place restrictions on certain investments.
Assets Under Management$60M
Clients57
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4M+ | 0.50% |
Investment management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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