A complete list of active advisors currently associated with FC Wealth Solutions LLC

Warmer can help you find a great advisor at FC Wealth Solutions LLC or one who fits your needs even better.

FC Wealth Solutions serves individual clients, including high-net-worth individuals, and corporate clients, offering discretionary portfolio management and one-time financial planning. The firm prepares an Investment Policy Statement for each client and provides ongoing monitoring and implementation of tailored portfolios, with no stated account minimum. The firm employs a mix of fundamental, quantitative, technical analysis and modern portfolio theory to manage assets, using both long-term and short-term trading approaches. Its investment lineup includes a short-term, rules-based Tactical S&P mean-reversion strategy (typically holding positions three to four days and remaining in cash about half the time) alongside actively managed ETF-based Core Equity and Core Bond strategies, and it may utilize margin, options and futures as part of its programs. Noteworthy for a firm of its size, FC Wealth Solutions manages roughly $101 million for about 148 clients with a small advisory team and relies on discretionary authority for trading. It also invests across a broad set of instruments — including hedge funds, private equity, private placements, commodities and precious metal ETFs — recommends Fidelity and Interactive Brokers as custodians, and recently changed its billing cadence to assess advisory fees monthly in arrears.

To learn more about the advisors currently working at FC Wealth Solutions LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.