Fs Structured Products Advisor, LLC
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Learn more about Fs Structured Products Advisor, LLC
Fs Structured Products Advisor, LLC is an advisory firm based in Philadelphia, Pennsylvania. The company has $973.6 million in assets under management throughout three client accounts, making it one of the bigger financial advisory firms in the country by assets under management (AUM). Fs Structured Products Advisor, LLC has a large team, including 13 financial advisors. Fs Structured Products Advisor, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as stocks, bonds and options.
Fs Structured Products Advisor, LLC administers all of the company's client assets in a discretionary manner. Discretionary management signifies that transaction judgments for the client's account are made by an investment advisor without needing to seek client consent. The advisory firm's typical account size is $324.5 million. The typical financial advisor at Fs Structured Products Advisor, LLC administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Fs Structured Products Advisor, LLC's headquarters is at 201 Rouse Boulevard, Philadelphia, Pennsylvania 19112. The company is legally registered to provide services to customers across a number of states, including New York and Pennsylvania.
Assets Under Management
Number of Advisors
Fs Structured Products Advisor, LLC by the Numbers
A financial advisor's fees largely depend on the type of financial services provided. Fees charged by the firm most likely include some combination of the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The company provides services to pooled investment vehicles. Out of its three accounts, Fs Structured Products Advisor, LLC's biggest client is pooled investment vehicles. None of its customers are represented by people 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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Fs Structured Products Advisor, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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