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 $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable, especially above $20,000,000.
Fee Estimator
FSA charges an annual fee based on the platform used and the value of your assets. For the Managed Advisory Platform (MAP), fees are negotiable but default to a tiered structure (see table). Fees are charged and paid every four months, in advance, and are prorated for initial and future deposits. Financial planning fees are based on an hourly rate of $150, with anticipated fees between $1,500 and $2,500.
Areas of Practice
Advisor Information
Office location
575 Lynnhaven Pkwy, Suite 310, Va Beach, VA, 23452
Get directionsRegulatory History (1)
Criminal
September 1966Other Business ActivitiesSells Insurance
Charles is the CFO of International Medical Direction, Inc., dedicating a few hours per week to financial evaluations and accounting. He also works nearly full-time as an agent for Financial Security Group, Inc., selling life and health insurance and providing financial advisory services, and spends minimal time as a bookkeeper for Virtual ER.