Assets Under Management
$59.9M
Number of Clients
57
Number of Advisors
2
Average Client AUM
$1.1M
AUM per Advisor
$29.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
FSI Advisory Group offers financial planning and investment management services. Financial planning is customized to client goals and objectives. Investment management involves actively managing client assets, primarily in no-load mutual funds, and individual equities and bonds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4M+ | 0.50% |
Investment management fees are negotiable.
1770 St. James Place, Suite 616, Houston, TX, 77056