Fischer Wealth Advisors (FWA) offers portfolio management tailored to individual client goals and risk tolerance. FWA creates investment plans and manages client portfolios with discretionary authority. FWA also offers financial planning services covering investments, insurance, retirement, college, and debt. FWA may direct clients to third-party investment advisors and may act as a subadvisor to other advisory firms.
Assets Under Management$28M
Clients56
Advisors1
Avg. per Client$510K
Avg. per Advisor$28M
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Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable. There is a $10,000 minimum account size, which may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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