FSC Advisors offers investment management and financial planning services. Investment advice covers various securities, focusing on asset allocation. Financial planning includes advice on investments, tax, insurance, estate, retirement, education, business planning, and employee benefits. Recommendations are based on individual client objectives.
Assets Under Management$17M
Clients113
Advisors1
Avg. per Client$150K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $275K | 2.00% |
| $275K - $500K | 1.75% |
| $500K - $800K | 1.50% |
| $800K+ | 1.25% |
These fees apply to equity based securities, mutual funds, and exchange traded funds. Fees for fixed income securities are: $1-$499,999: 0.50%, $500,000 and above: 0.25%. Certain factors may subject the above listed asset-based fees to negotiation; however, these fees can never be higher than stated above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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