A complete list of active advisors currently associated with FSR Wealth Management, LLC
Warmer can help you find a great advisor at FSR Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at FSR Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bellingham, WA
| 24
|
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