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 $4.0M | 1.00% |
| $4M+ | 0.50% |
Investment management fees are negotiable, depending on the complexities and specific circumstances of each client’s situation.
Fee Estimator
FSI charges a flat fee or an hourly rate of $275 for financial planning services. These fees may be offset by investment management fees at FSI's discretion. Investment management fees are based on a percentage of assets under management, billed quarterly in advance. Fees are negotiable based on the complexity of the client's situation. The annual fee is 1.00% on the first $4,000,000 and 0.50% on amounts over $4,000,000. Clients may also pay internal management fees and 12(b)1 marketing fees charged by mutual funds, as well as account or transaction fees to their custodian.
Areas of Practice
Advisor Information
Office location
1770 St. James Place, Ste. 365, Houston, TX, 77056
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
Steven is an Investment Advisor Representative and CFP at FSI Advisory Group, Inc. He also does tax preparation through Living Strong Enterprises, LLC, and is the treasurer and board member of The Woodlands Cycling Club.