Finanxial Investment Advisor, Corp (FIA) offers investment advice and portfolio management to individuals, corporations, trusts, and retirement plans. FIA's investment approach focuses on asset allocation using passively managed mutual funds, but may also use actively managed portfolios. FIA assigns an Investment Advisor Representative (IAR) to each client to evaluate their needs and objectives and create an Investment Policy Statement (IPS). FIA also provides advisory consulting services to retirement plans.
Assets Under Management$65M
Clients122
Advisors2
Avg. per Client$530K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $199K | 1.85% |
| $199K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1M+ | 0.90% |
Each client is also charged an annual maintenance fee of $240. Fees may also vary based on individual or family circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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