Federal Prep Advisors (FPAI) offers ongoing investment management based on your individual goals and risk tolerance. FPAI creates a client profile outlining your financial situation. FPAI also offers advice on your employer's retirement plan and may recommend rolling it over to an IRA managed by FPAI. FPAI may direct clients to third-party investment advisors. FPAI does not have discretion over client accounts.
Assets Under Management$95M
Clients846
Advisors3
Avg. per Client$110K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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