Top financial advisors in Warren, MI
We’ve curated a list of the best financial advisors in Warren, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$212,342,343
Number of advisors
23 advisors
| $212,342,343 | 23 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Warren, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Warren. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Financial Services Of America Advisors
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.
$212,342,343 under management
23 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SELECTION OF OTHER ADVISOR FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Warren, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Warren. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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