FIA Services, Inc. offers investment management services, including developing personalized investment policies, implementing investment recommendations, and ongoing portfolio supervision. They also provide financial planning services, such as goal-based planning and cash-flow management, to investment management clients at no additional charge. FIA Services customizes portfolios based on client risk tolerance, time horizon, and liquidity needs.
Assets Under Management$800K
Clients6
Advisors1
Avg. per Client$130K
Avg. per Advisor$800K
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $200K | 1.49% |
| $200K - $300K | 1.39% |
| $300K - $400K | 1.29% |
| $400K - $500K | 1.19% |
| $500K - $600K | 1.09% |
| $600K - $2.0M | 0.99% |
| $2M+ | 0.89% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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