A complete list of active advisors currently associated with Financial Advisors Consortium, Inc.
Warmer can help you find a great advisor at Financial Advisors Consortium, Inc. or one who fits your needs even better.
Financial Advisors Consortium, Inc. provides financial planning, consulting and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities, managing roughly $72.9 million across about 134 client accounts. The firm offers both fixed-fee financial plans and asset-based portfolio management (percentage-of-AUM), and can advise on or manage held-away products such as variable annuities and employer-sponsored retirement plans. FAC customizes portfolios to clients’ risk tolerance, time horizon and liquidity needs and employs a mix of analysis methods — including fundamental, technical, cyclical analysis and Modern Portfolio Theory — with both long- and short-term strategies and periodic rebalancing. The firm typically manages assets on a discretionary basis and may use firm-developed model portfolios; it also notes that tax efficiency is not a primary objective and recommends clients consult tax professionals. Noteworthy differences from many peers include that the firm’s principal also acts as a licensed insurance agent, mortgage consultant and real estate broker and may recommend or sell affiliated insurance and real estate services on a commissionable basis, a potential conflict of interest the brochure discloses. The firm also discloses a past regulatory matter: a 2018 consent agreement and fine with the Pennsylvania Department of Banking and Securities related to borrowing money from clients; the brochure directs readers to public filings for additional detail.
To learn more about the advisors currently working at Financial Advisors Consortium, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Pittsburgh, PA
| 43
|
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