FSG Wealth Advisors manages investment portfolios using asset class investing, allocating different asset class categories based on each client’s circumstances. They invest in mutual funds or exchange traded funds (ETFs) and focus on tax efficiency. They also assist clients with managing and monitoring assets they do not manage directly. Comprehensive financial planning is provided to investment management clients.
Assets Under Management$21M
Clients19
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$4.2M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.40% |
| $7.0M - $8.0M | 0.30% |
| $8M+ | 0.20% |
FSG Wealth Advisors may also quote a flat percentage investment management fee that varies from the above schedule. A flat annual percentage investment management fee of 0.75%, for example, would apply to a client’s entire amount of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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