Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Annual fees in international advisory accounts may range up to 2%. All fees are negotiable between the client and FSAM.
Fee Estimator
FSAM charges fees based on a percentage of assets under management, calculated annually and billed quarterly in advance. For Advisor Managed Accounts, fees range from 1.00% to 1.50% depending on the account size. International advisory accounts may range up to 2%. These fees are negotiable. Clients may also incur brokerage commissions, transaction fees, and other related costs. Variable Annuity Sub-Account Management Services are charged a 1.5% annualized fee. Managed360 Program and AssetMark Platform fees vary based on the program selected, plus a fee to FSAM for its services. A Puerto Rico Reporting Fee of $50.00 is charged for accounts holding Puerto Rico securities. International accounts are charged an annual account fee of $375.
Areas of Practice
Advisor Information
Office location
1720 Windward Concourse, Suite 115, Alpharetta, GA, 30005
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Edward owns multiple rental properties in Miami Lakes and Barcelona since 2005. He is also the sole director of Hebditch Advisors LLC for personal accounting purposes, dedicating minimal time during business trading hours.