FSG Financial Services offers investment management services to individuals. FSG determines investment strategies, selects investments, allocates assets, monitors portfolios, and manages the overall investment program based on the client's goals, time horizon, objectives, and risk tolerance. FSG may hire sub-advisors to manage client assets. FSG also holds seminars and workshops to educate the public on different types of investments.
Assets Under Management$38M
Clients138
Advisors3
Avg. per Client$280K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
The annual investment advisory fee is based on the total value of your portfolio, not to exceed 1% plus a sub-advisor fee of 0.35%, for a total fee of up to 1.35%. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...