Fs Credit Income Advisor, LLC
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Overview
Fs Credit Income Advisor, LLC operates as an advisory company based in Philadelphia, Pennsylvania. It manages $579.0 million in assets under management across one account, placing it among the bigger financial advisory firms in the nation by assets under management (AUM). Fs Credit Income Advisor, LLC has an average-sized group, including 5 financial advisors. Fs Credit Income Advisor, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as bonds, options and stocks.
Fs Credit Income Advisor, LLC administers none of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without needing client consent. The firm also oversees one non-discretionary accounts totaling $579.0 million in assets under management. The investment advisory firm's average account size is $579.0 million. The typical financial advisor at Fs Credit Income Advisor, LLC oversees fewer than one client account, placing it among the most personalized firms in the country.
The company's headquarters is located at 201 Rouse Boulevard, Philadelphia, Pennsylvania 19112. Fs Credit Income Advisor, LLC is legally allowed to serve clients in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fs Credit Income Advisor, LLC by the Numbers
$579.0 million
100
1
$579.0 million
Fee Structure
Fees for financial advisory services largely are based on which service is offered. Fees charged by the firm likely consist of the following fee structures: asset-based or performance-based. Fs Credit Income Advisor, LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to investment companies. Fs Credit Income Advisor, LLC's biggest client by number of accounts is investment companies. None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fs Credit Income Advisor, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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