Financial Counseling Resources (FCR) offers investment advice to individuals and other clients. FCR creates investment portfolios using stocks, bonds, exchange traded funds, mutual funds, and other investments. FCR also provides retirement plan consulting services to employer plan sponsors, assisting them in establishing, monitoring, and reviewing their company's retirement plan.
Assets Under Management$99M
Clients89
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$400
Financial Counseling Resources offers investment management services with fees that vary depending on the custodian used.
For accounts custodied at SEI:
- $100,000 - $499,999: 1.50% per year
- $500,000 - $999,999: 1.25% per year
- $1,000,000 and Above: 1.00% per year
For accounts custodied at BCM/TD Ameritrade:
- First $500,000: 1.80% per year
- Next $500,000: 1.40% per year
- Next $1,000,000: 1.25% per year
- Next $2,000,000: 1.10% per year
- Above $4,000,000: Negotiable There is a minimum annual fee of $400.
For accounts custodied at Pershing:
- First $500,000: 1.25% per year
- Next $500,000: 1.00% per year
- Next $1,000,000: 0.85% per year
- Next $2,000,000: 0.60% per year
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