FSC Wealth Advisors is an independent investment advisory firm that offers investment management, portfolio management, investment consulting, and financial planning services. FSC's advisors work with clients to understand their financial goals and create diversified portfolios. FSC has discretionary authority over client funds, meaning they can make trades without specific client consent. FSC also provides educational workshops and seminars.
Fee Structure
FSC Wealth Advisors charges a percentage of your portfolio each year. The exact percentage depends on how much you invest and when you signed up as a client.
For clients who signed up before January 17, 2013, the fees are:
- 1.95% on assets under $100,000
- 1.80% on assets between $100,001 and $250,000
- 1.75% on assets between $250,001 and $500,000
- 1.70% on assets between $500,001 and $750,000
- 1.65% on assets between $750,001 and $1,000,000
- 1.50% on assets over $1,000,000
For clients who signed up on or after January 17, 2013, the fees are:
- 2.50% on assets under $100,000
- 2.35% on assets between $100,001 and $250,000
- 2.30% on assets between $250,001 and $500,000
- 2.25% on assets between $500,001 and $750,000
- 2.20% on assets between $750,001 and $1,000,000
- 2.05% on assets over $1,000,000
These fees are negotiable.