Fsp Advisors, INC.
Assets Under Management
$32.6M
Number of Clients
233
Number of Advisors
5
Average Client AUM
$140K
AUM per Advisor
$6.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FSP Advisors, Inc. provides tailored investment advice, discretionary and non-discretionary portfolio management, financial planning, educational seminars, and pension consulting services. They analyze client needs to develop suitable investment strategies and monitor portfolio performance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Portfolio management fees are based on a percentage of assets managed, as detailed in the fee schedule. Financial planning is charged at an hourly rate of $250, which is negotiable. Assisting with death distributions incurs a flat fee of $750. Pension consulting is also billed at $250 per hour. The firm requires a minimum of $25,000 to open and maintain an advisory account, but this may be waived at their discretion.
Areas of Practice
Location
900 Jefferson Road, Suite 301, Rochester, NY, 14623-3238