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
601 Heritage Drive, 138, Jupiter, FL, 33458
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 ActivitiesSells Insurance
John works as an agent for Financial Security Group, Inc. selling life and health insurance and providing financial advisory services, dedicating nearly full-time hours to this role. He also serves as a speaker and leader for JH Outback, a non-profit faith events organization, spending about 10-20% of his time on this activity.