Financial Strategies Wealth Management (FSWM) offers investment advice and manages portfolios for individuals, families, and institutions. FSWM helps clients with asset allocation strategies using investments like stocks, bonds, and mutual funds. FSWM works with clients to determine their investment objectives and risk tolerance. FSWM also contracts with Savant Wealth Management for portfolio management and other services.
Assets Under Management$24M
Clients37
Advisors2
Avg. per Client$640K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $10.0M | 1.40% |
| $10M+ | 1.30% |
Fees are charged in arrears on a quarterly basis. FSWM has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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