FC Wealth, operating as Foresee Wealth Advisors and Compass Wealth Advisor, offers portfolio management and financial planning services. Portfolio management is tailored to individual client goals and risk tolerance, and typically involves ETFs. Financial planning covers investments, insurance, retirement, college, and debt. FC Wealth also provides pension consulting services to employee benefit plans.
Assets Under Management$150M
Clients160
Advisors2
Avg. per Client$910K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. Legacy accounts may have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...