Financial Advantage Advisors Co. offers financial planning and asset management services. Financial planning helps clients set long-term financial goals through investments, tax planning, and retirement planning. Asset management provides ongoing supervision of client accounts. The firm specializes in a value-oriented investment approach, using mutual fund model portfolios. They may increase cash holdings based on risk tolerance and market expectations.
Fee Structure
Financial Advantage Advisors Co. provides investment management services where they give continuous advice based on your individual needs. The annual management fees are negotiated with each client, with a maximum fee of 3%, unless the account only has mutual funds, in which case the maximum is 2.25%. A portion of the fees (approximately 8%) is paid to Osaic Wealth, Inc. for its services.