Fs Global Advisor, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Fs Global Advisor, LLC
Overview
Fs Global Advisor, LLC operates as a financial advisory company based in Philadelphia, Pennsylvania. It administers $2.0 billion in assets across two accounts, making it one of the largest firms in the country by assets under management (AUM). Fs Global Advisor, LLC has a large team, including 13 financial advisors. Fs Global Advisor, LLC is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like options, stocks and bonds.
Fs Global Advisor, LLC manages all of its accounts on a discretionary basis. Discretionary management is a structure in which transaction choices are made by a portfolio manager without needing the customer's approval. Fs Global Advisor, LLC's average account size is $1.0 billion. The typical financial advisor at Fs Global Advisor, LLC administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The firm's central office is located at 201 Rouse Boulevard, Philadelphia, Pennsylvania 19112. The firm is registered to provide services to customers across 2 states, including New York and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fs Global Advisor, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2.0 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
110
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$1.0 billion
Fee Structure
Fees for financial management largely are based on which service is provided. However, fee types billed by the company likely include any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Fs Global Advisor, LLC.
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
Fs Global Advisor, LLC caters to investment companies. Out of its two customers, Fs Global Advisor, LLC's largest client by number of accounts is investment companies. None of the company's customers are non-U.S. persons.
- 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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Fs Global Advisor, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.