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 | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Portfolio management fees are negotiable and depend on the subadvisor selected. Fees are paid quarterly in advance or monthly/quarterly in arrears. Financial planning fees are up to $10,000 as a fixed fee or up to $250/hour for advisor time and $100/hour for administrative time. There is a $5,000 account minimum, which may be waived.
Areas of Practice
Advisor Information
Office location
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
Get directionsRegulatory History (1)
Regulatory
November 2018Other Business ActivitiesSells Insurance
Jeffery is an insurance agent selling life insurance, fixed/indexed annuities, and health insurance, dedicating about a quarter of his time to Financial Services of America and minimal time to FSA Health. He also works as an investment adviser representative for FSA Advisors, spending nearly full-time hours, and as CFO for Hatty Group, a staffing firm, for about 10-20% of his time.