Financial Solutions Associates

Financial Solutions Associates, also known as Sustainable Investment Solutions, LLC, was established in 2011 and is owned by Alexander E. Burke. The firm specializes in providing financial planning and investment advisory services to individuals, offering services such as investment management and financial planning. Investment management services involve the discretionary management of client funds using various securities, including mutual funds, ETFs, stocks, and bonds. Clients can choose from three investment models: Aggressive, Balanced, and Conservative, based on their goals and risk tolerance. Financial planning services cover areas such as risk management, investment planning, income tax planning, retirement planning, and estate planning. Fees for financial planning services are flat or hourly, with a maximum flat fee of $10,000 and an hourly rate of $300. For managing investments, an asset management fee is charged quarterly based on the portfolio's value. Financial Solutions Associates does not charge performance-based fees and provides portfolio management services to individuals and high net worth individuals, with a minimum investment size of $500,000. The firm follows a disciplined investment approach based on fundamental and technical analysis, offering a range of securities across different asset classes. The firm acts as a fiduciary, upholding a Code of Ethics that prioritizes acting in the client's best interests, maintaining integrity, and managing conflicts of interest. Clients have the option to authorize FSA to deduct fees from their investment accounts. FSA does not pay for proxy voting services with soft dollars and does not charge an additional fee for proxy voting.