Fund Advisors Of America Inc

Fund Advisors of America, Inc. is a full-service registered investment advisor established in January 1993 in Florida. The firm's mission is to preserve wealth and promote financial independence by offering investment management services tailored to clients' financial goals. They manage discretionary managed accounts with assets totaling $131,999,921 as of December 31, 2024. The firm's fee structure is asset-based, with management fees ranging from 2.25% for accounts up to $100,000 to negotiable rates for accounts over $1,000,001. Fund Advisors of America employs a variety of investment strategies, including Modern Portfolio Theory, asset allocation, and dollar-cost averaging, to build long-term wealth while managing risk factors such as market, interest rate, equity, currency, inflation, and commodity risks. The firm acts as a fiduciary and has a Code of Ethics in place to ensure ethical conduct and full disclosure. They do not charge performance-based fees and do not participate in class action lawsuits on behalf of clients. Fund Advisors of America does not vote client proxies and does not have custody of client funds. Clients are encouraged to review their accounts quarterly and communicate any changes in circumstances for appropriate adjustments.