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 | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be reduced on a client-to-client basis. A minimum annual fee of $5,000 ($1,250 billed quarterly) is required on accounts where the portfolio value is less than $400,000. FSA Next® has a 1.00% annual management fee on assets managed.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). FSA requires a minimum annual fee of $5,000, which is billed quarterly at $1,250, for accounts under $400,000. This minimum may be waived. FSA Next® has a $1,500 one-time fee for the Personal Financial Analysis (PFA) and an ongoing financial planning services fee of $2,400 annually, billed quarterly. Stand-alone financial planning and consulting fees range from $150 to $450 per hour.
Areas of Practice
Advisor Information
Office location
One Church Street, Suite 901, Rockville, MD, 20850
Get directionsRegulatory History
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