FS Financial Advisors offers investment management, financial planning, and retirement plan consulting. Investment portfolios are tailored to individual client needs and goals, and reviewed at least annually. Financial planning covers areas like retirement, estate, tax, and education planning. Retirement plan consulting assists plan sponsors with their fiduciary responsibilities.
Assets Under Management$17M
Clients27
Advisors2
Avg. per Client$640K
Avg. per Advisor$8.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Fees are negotiable under appropriate circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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