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FSC WEALTH ADVISORS, LLC
1 Summit Court
Suite 100
Fishkill, New York 12524
Tel: 845-297-0300
About FSC WEALTH ADVISORS, LLC
FSC WEALTH ADVISORS, LLC, formally registered with the SEC as FSC WEALTH ADVISORS, LLC. The firm was established in 08/11/2010. They have over 3 offices throughout the country.
FSC WEALTH ADVISORS, LLC is a Fishkill, New York based Financial Planning firm with nearly $248,663,333 assets under management, offering retirement planning & investment advisory services to 2036 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154382 |
| SEC# | 801-71646 |
| Assets Managed by Firm | $248,663,333 |
| No. of Clients | 2036 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2036 | $248,663,333 |
| Individuals (other than high net worth individuals) | 1145 | $164,557,046 |
| High net worth individuals | 28 | $51,196,614 |
| Corporations or other businesses | Fewer than 5 clients | $608,847 |
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