FAI Advisors offers continuous investment advice based on individual client needs, creating and managing portfolios based on goals and objectives. They may select a sub-advisor to assist with portfolio management. FAI also provides consulting services on areas like estate planning and retirement planning. FAI Advisors does not offer its own wrap account program.
Assets Under Management$300M
Clients521
Advisors5
Avg. per Client$580K
Avg. per Advisor$60M
www.financialarch.com ·www.linkedin.com/company/financialarchitectsinc ·www.facebook.com/financialarchitectsinc
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees may be negotiable based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...