FB Advisory Services offers investment advice and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides both discretionary and non-discretionary portfolio management services, tailoring investment advice to meet client needs. They primarily use Exchange Traded Funds (ETFs), bonds, structured notes, mutual funds, and some individual stocks. Financial planning services include analyzing a client's financial situation and objectives to develop a strategy for managing income, assets, and liabilities.
Assets Under Management$8.6M
Clients51
Advisors2
Avg. per Client$170K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable and subject to change with 30 days written notice.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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