FBA Wealth Management specializes in helping clients manage their investment portfolios. When managing client portfolios, FBA considers the client’s financial situation, including employment status, cash reserves, retirement account values, age, retirement date, other income, and risk tolerance. FBA assists clients with developing an appropriate investment strategy and monitors and adjusts portfolios accordingly. FBA uses general securities (stocks & bonds), mutual funds (including exchange traded funds or ETFs).
Assets Under Management$25M
Clients426
AdvisorsN/A
Avg. per Client$59K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.80% |
| $250K - $1.0M | 0.60% |
| $1M+ | 0.40% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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