FAI Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$300,592,763
Clients
363
Advisors
5
of 11 employees
About
FAI Advisors provides discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio construction and ongoing monitoring, individual consulting engagements on topics like retirement or estate planning, and may select sub‑advisers to manage client assets when appropriate.
The firm uses a mix of fundamental and technical analysis, mutual fund and ETF screening, and asset-allocation strategies, with an emphasis on long-term purchases where suitable for a client’s objectives, and conducts ongoing reviews of sub‑advisers and model strategies. FAI also makes available insurance-based investment programs (including annuity advisory arrangements administered through Jackson National) and offers client access to SEI Investments Management Corporation’s Managed Account Solutions (MAS) wrap program through a sub‑advisory agreement.
Notably, the firm’s principals are separately licensed to market insurance products and disclose spending significant portions of their time on insurance business, creating potential conflicts of interest when insurance solutions are recommended; the brochure explains these conflicts and steps the firm takes to address them. The advisers also have ownership interests in related businesses — including a business‑succession planning firm and a behavioral neuroscience coaching program used as part of planning — which the firm discloses as additional non‑advisory activities.
Client services
Expertise
Fee options
One-time fixed fees for consulting services as determined by Consultant and specified in client agreement.
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.55% $10,000,000+: 0.45%
Fee-only: Consulting Services fees are negotiated per client agreement; may include one-time fixed fees or annual fees; no more than $1,200 charged more than six months in advance.
Main office
27500 Drake Rd., Suite 110
Farmington Hills MI 48331
Advisors at this office
5
Most active in
Florida · Michigan · New Hampshire · North Carolina · Texas
Also doing business as
Fai Advisors, Inc. · Financial Architects, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Advisors at this firm
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