FSA Advisors is a registered investment advisor based in Troy, Michigan, that provides ongoing portfolio management and financial planning services. FSA Advisors builds personalized investment strategies based on each client's goals, time horizon, and risk tolerance, utilizing fundamental analysis and modern portfolio theory. The firm offers portfolio management services directly as well as through third-party investment managers like AE Wealth Management and Brookstone Capital Management. In addition to investment management, FSA Advisors offers financial planning covering retirement, taxes, insurance, estate planning, and education funding. The firm primarily serves individuals, high-net-worth individuals, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable. When third-party managers are used, FSA Advisors may charge its standard fee on top of the third-party fee.