FAI Advisors provides continuous investment management and focused financial consulting services. For investment management, FAI Advisors creates and oversees personalized portfolios using fundamental analysis, technical analysis, asset allocation, and mutual fund or exchange-traded fund research. FAI Advisors may also hire third-party sub-advisors, such as SEI Investments Management Corporation, to assist with portfolio management through wrap fee programs, and can recommend certain insurance-based investment programs like annuities through Jackson National. In addition to investment management, FAI Advisors offers consulting services that cover isolated topics like estate planning and retirement planning. FAI Advisors is owned by Christopher Cousins and Patrick Marody, who are also affiliated with Financial Architects, an insurance agency, and have ownership interests in a business succession planning firm and a behavioral coaching program.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable on a client-by-client basis. Existing clients are charged according to their previously agreed-upon fee schedules.