FSC Wealth Advisors, LLC

Retirement Planning Firm in Dutchess County, NY

Firm Info
Address: 1 Summit Ct Suite 100, Fishkill, NY 12524, USA
Phone: (845) 297-0300

Firm Size
Assets Under Management: $218.4 million
# of Advisors: 5
# of Clients: 1,834
Client to Advisor Ratio: 367:1
Average Account Size: $119,093
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Fsc Wealth Advisors, LLC Overview

FSC Wealth Advisors, LLC is a fee-only registered investment advisory firm located in Fishkill, NY. Established in 2010, the firm offers investment advice only to its individual and small business clients. With a focus on providing the best financial planning services, FSC Wealth Advisors offers solutions to meet the specific needs of their clients. FSC Wealth Advisors, LLC offers a range of services including financial planning and portfolio management for individuals and small businesses. They also specialize in portfolio management of pooled investment vehicles. Through their expertise and years of experience, the firm is equipped to provide bespoke investment solutions that take into account clients’ unique financial goals, risk tolerance and time horizon. In addition to portfolio management and financial planning, FSC Wealth Advisors offers educational seminars and workshops. These are geared towards providing clients with the necessary knowledge and skills to make informed investment decisions. The firm believes in the importance of financial literacy and empowering clients to take control of their financial futures. Overall, FSC Wealth Advisors, LLC is committed to providing personalized investment advice and tailored solutions that help their clients achieve financial success. With their fee-only approach, clients can trust that their best interests are always at the forefront of their customized investment strategies.

FSC WEALTH ADVISORS, LLC caters to a diverse range of clients who seek sound financial advice to help them achieve their long-term investment objectives. The firm deals with individuals and high net worth individuals as well as various other corporation types not listed. FSC WEALTH ADVISORS, LLC can also cater to pooled investment vehicles, as the firm is well-equipped to handle the specific needs of institutional investors. No matter the type of client, the firm is committed to providing customized investment solutions that align with individual goals and objectives. FSC WEALTH ADVISORS, LLC offers flexible and transparent fee structures depending on the service provided. Clients can choose to compensate the firm on a percentage of assets under management (AUM) basis, which is a percentage of the total value of assets in a client's account. The firm also offers hourly-based fees, which are charged based on the number of hours spent providing investment advice. Additionally, clients may choose to pay a fixed fee for certain services, which include financial planning, estate planning, and tax planning. The firm believes in upholding a high level of transparency when it comes to their fee structures, and constantly communicates with their clients to ensure that billing procedures are fully understood.

Typical Clients, Fee Structures & Investment Minimum

According to FSC WEALTH ADVISORS, LLC's Part 2 Brochure, there is an investment minimum of $500,000 for their investment management services. The note under the "Fees and Compensation" section of their brochure states, "FSC has established a minimum account size of $500,000 for new investment management clients." Therefore, potential clients should be aware that FSC WEALTH ADVISORS, LLC requires a minimum investment of $500,000 to utilize their investment management services.

How This Office Can Help Dutchess County, NY Residents

FSC Wealth Advisors, LLC is a financial advisory firm located in Dutchess County, NY, that aims to provide personalized financial planning services to meet the unique needs of each client. They take a comprehensive approach, analyzing every aspect of a client's financial situation, including retirement planning, tax planning, and estate planning. Living in Dutchess County, NY, someone might be facing financial challenges related to the high cost of living, particularly for housing and healthcare. FSC Wealth Advisors, LLC can help clients navigate these challenges by creating a custom financial plan that takes into account their current and future expenses. Additionally, the firm can provide guidance on investment strategies that can help clients reach their long-term financial goals while minimizing risk. Overall, FSC Wealth Advisors, LLC is committed to helping clients in Dutchess County, NY, achieve financial stability and security.

To view the Minimum Investment and Fee Schedule for Fsc Wealth Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Fsc Wealth Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Fsc Wealth Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1 Summit Ct Suite 100, Fishkill, NY 12524, USA
Phone (845) 297-0300
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Fsc Wealth Advisors, LLC is registered to service clients in the following states:

  • Connecticut
  • Florida
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • South Carolina
  • Texas

Disciplinary History

Fsc Wealth Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.