Fdx Advisors, Inc
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Overview
Fdx Advisors, Inc is an advisory company located in Chicago, Illinois. It oversees $3.6 billion in total assets throughout 11,861 client accounts, making it one of the largest investment advisory firms in the United States by assets under management (AUM). It has an average-sized group, including 10 financial advisors. Fdx Advisors, Inc does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets such as bonds, stocks and options.
Fdx Advisors, Inc oversees all of its accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes buy and sell judgments without needing to seek the client's permission. Fdx Advisors, Inc supervises about $305,312 in assets for each customer account. The average financial advisor at Fdx Advisors, Inc administers about 1,186 client accounts.
The firm's central office is located at One North Wacker Drive, Chicago, Illinois 60606. The firm is registered to provide services to investors across a few states, including California, Illinois, Iowa, Massachusetts, New Jersey, Ohio, Pennsylvania and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fdx Advisors, Inc by the Numbers
$3.6 billion
66
11,861
$305.3 thousand
Products and Services
Fdx Advisors, Inc provides multiple services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fdx Advisors, Inc is involved in selling products or offering services other than investment advice to its clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually depend on which services the firm provides the client. Fees charged by Fdx Advisors, Inc most likely include the following fee structures: asset-based, hourly or fixed. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Disclosures
Fdx Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Fdx Advisors, Inc
Chicago, IL
Chicago, IL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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