Financial Solution Advisors CORP.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Financial Solution Advisors Corp. offers personalized financial planning and investment management services. This includes helping clients determine their financial goals, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. The firm provides advice, but clients make the final investment decisions. They manage investments primarily through mutual funds and exchange-traded funds.
Assets Under Management$3.1M
Clients19
Advisors1
Avg. per Client$160K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:$40K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$400
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is generally 1.00% and negotiable. Minimum annual fee is $400 and is negotiable. Current client relationships may exist where the fees are higher or lower than 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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