Fiduciary Advisor Advocates (FAA) offers investment advisory and support services to independent investment advisors, helping them with research, investment recommendations, and business development. FAA also provides wealth management services to high-net-worth individuals, focusing on aligning investments with their risk tolerance and financial goals. FAA utilizes a cooperative alliance platform with strategic partners to provide institutional-quality resources.
Assets Under Management$110M
Clients79
AdvisorsN/A
Avg. per Client$1.4M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable for amounts over $2 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.