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Financial Services Of America Advisors
SEC-regulated
Registered investment advisor
FSA Advisors, Inc., also known as Financial Services of America Advisors, is a Michigan-based corporation established in September 2016. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They offer services such as investment strategy, asset allocation, and regular portfolio monitoring. Clients may grant discretionary authority to FSAA for selecting securities and executing transactions. FSAA operates as a fiduciary, making investment decisions in the best interests of clients. The firm's investment strategies include fundamental analysis and modern portfolio theory. FSAA charges fees based on assets under management, with annual fees ranging from 1.00% to 1.50%. Clients have the option to terminate agreements with a notice period. The firm does not accept performance-based fees or engage in side-by-side management. FSAA serves individuals, high-net-worth individuals, and businesses, with a minimum account size of $5,000. Clients may impose restrictions on investments based on personal values. FSAA does not participate in wrap fee programs and has assets under management totaling over $396 million. The firm discloses its brokerage practices, custody policies, and privacy policy to ensure transparency and client protection.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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