FSR Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,469,340
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
107
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
107
Very HighAverage account size
$340,835
About
FSR Wealth Management, LLC is an independent registered investment adviser that provides portfolio management, financial planning, pension consulting and insurance-related advice to individuals, high-net-worth clients, trusts, charitable organizations, business owners and pension/profit-sharing plans. The firm also advises employer-sponsored retirement plans and, depending on the platform and plan sponsor needs, accepts fiduciary responsibilities as a 3(21) investment advisor or a 3(38) investment manager and offers participant-level advice for plan participants.
FSR Wealth Management generally manages client accounts on a discretionary basis under a written Investment Policy Statement, using methods that include fundamental and technical analysis, charting and modern portfolio theory; most clients are managed with a long-term orientation, though the firm may employ short-term trading and limited options strategies for some accounts. The adviser bills asset-based fees, conducts quarterly account reviews, and delivers custodian-issued statements while producing consolidated performance reports to clients.
Distinctive aspects disclosed in the firm brochure include the combination of retirement-plan consulting/ERISA fiduciary work with retail wealth management and that supervised persons are licensed to sell insurance products and may receive compensation for those sales—conflicts the firm documents and discloses in client files. The brochure also notes the firm manages client assets in-house (does not currently use third-party advisers), may receive soft-dollar research benefits from custodians, and maintains a written Code of Ethics and quarterly personal-trade reviews to address conflicts of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Income planning
Retirement income strategy
Wealth management
Occupation focus
Retired
Fee options
$0 - $200,000: 1.65% $200,001 - $1,000,000: 1.10% $1,000,001 - $2,500,000: 0.825% $2,500,001 - $5,000,000: 0.55% $5,000,001+: 0.275%
Minimum fee: Minimum fee may be charged for small relationships; specific amount not stated Fee-only: Fee is solely based on asset management, no commissions accepted
Main office location
FSR Wealth Management, LLC
Bellingham WA, United States
Number of offices
1
Most active in
FSR Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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