Financial Solutions Associates offers personalized financial planning and investment advice to individuals, trusts, estates, and small businesses. Financial planning addresses specific client concerns, including financial position analysis, risk management, investment, tax, retirement, and estate planning. Investment advisory services involve designing and managing client portfolios based on their goals, timeframes, and risk tolerance, primarily using mutual funds and exchange-traded funds.
Assets Under Management$160M
Clients260
Advisors2
Avg. per Client$600K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Financial Solutions Associates retains the right to make exceptions to the advisory fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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