FSR Wealth Management offers wealth management services including portfolio management and pension consulting. As a registered investment advisor, FSR Wealth Management acts as a fiduciary, putting clients' interests first. The firm creates personalized investment strategies based on client goals, risk tolerance, and time horizon. FSR Wealth Management does not act as a custodian of client assets.
Assets Under Management$35M
Clients91
Advisors1
Avg. per Client$380K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.65% |
| $200K - $1.0M | 1.10% |
| $1.0M - $2.5M | 0.82% |
| $2.5M - $5.0M | 0.55% |
| $5M+ | 0.28% |
The annual fee is negotiable on large client deposits or in special circumstances. Client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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