FinSer Investment Advisors, Inc. (FIA) offers personalized investment advisory services to banks and thrift institutions. FIA's investment advice is restricted by federal regulations and the client's own investment policies. FIA's goal is to conform to the client's strategic plan and enhance the client's liquidity. All investment decisions are ultimately made by the client's designated investment officer.
Assets Under Management$1.4B
Clients10
Advisors2
Avg. per Client$140M
Avg. per Advisor$710M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.02% |
Minimum fee of $500/month may apply if the calculated asset-based fee is less than $500. A clearing charge of $30 per trade will be assessed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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