Financial Solutions Advisory Group (FSAG) offers investment advice and financial planning services to individuals, corporations, pension plans, and trusts. FSAG creates personalized investment policies and manages portfolios based on client goals, risk tolerance, and time horizons. They also offer financial planning services covering personal finances, taxes, investments, insurance, retirement, and estate planning. FSAG publishes a quarterly newsletter with general financial information.
Assets Under Management$880M
Clients350
Advisors8
Avg. per Client$2.5M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees may be negotiable. Clients who transitioned from prior advisory firms may have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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