Fed Advisors specializes in financial planning for federal employees, including retirement planning, Thrift Savings Plan (TSP) strategies, insurance and survivor benefits, military buyback options, tax-optimized withdrawal strategies, and estate planning. Fed Advisors also provides investment management services using Pontera to manage employer-sponsored retirement accounts and Charles Schwab for taxable and retirement investment accounts. Clients receive financial consultations one to two times per year.
Assets Under Management$5.8M
Clients36
AdvisorsN/A
Avg. per Client$160K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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