Financial Solutions Associates is a registered investment advisor founded in 1993, offering personalized financial planning and investment management services. The firm assists individuals, trusts, estates, small businesses, and retirement plan participants. Advisors work closely with clients to build tailored investment portfolios primarily using no-load mutual funds and exchange-traded funds, applying a strategic asset allocation strategy with both core and tactical approaches. In addition to managing investments, Financial Solutions Associates provides comprehensive financial planning covering cash flow management, tax planning, insurance reviews, education funding, retirement planning, Social Security strategies, and estate planning. The firm operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 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.