Assets Under Management
$32.6M
Number of Clients
233
Number of Advisors
5
Average Client AUM
$140K
AUM per Advisor
$6.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
FSP Advisors, Inc. provides tailored investment advice, discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. They gather client information to develop suitable strategies and monitor portfolio performance. They also offer educational seminars and workshops.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
900 Jefferson Road, Suite 301, Rochester, NY, 14623-3238