FD Wealth Advisors provides investment management services where they manage your investments based on your goals and risk tolerance. They also offer limited scope services to retirement plans, helping plan sponsors with investment decisions. FD Wealth Advisors does not sponsor wrap fee programs. Phillip DeBoalt is the owner and is also a licensed insurance agent.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. Also offers a performance-based fee: 1.0% asset management fee on all assets + 15% of the quarterly portfolio performance above the high watermark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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