Advisor at FSP Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FSP Advisors, Inc.
Location
Wolcott, NY 14590
Credentials
Series 65, Series 66
Industry experience
25 years
$750 flat fee for assisting clients with death distributions
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: Negotiable
Commissions earned by registered representatives and insurance agents, separate and in addition to advisory fees
$250 per hour for financial planning and pension consulting, negotiable
Account minimum: $25,000 Fee-only: Hourly rate $250, negotiable; flat fee $750 for death distribution assistance
FSP Advisors, Inc.
2021 - Present (5 years)
Leigh Baldwin & CO., LLC
2019 - Present (7 years)
Davie Kaplan, CPA, P.C.
2007 - 2019 (12 years)
1ST Global Advisors, Inc.
2007 - 2019 (12 years)
1 St Global Insurance Services
2004 - 2019 (15 years)
DKCB Financial Advisors, LLC
2001 - 2019 (18 years)
Davie Kaplan Wealth Care Advisors, LLC
2001 - 2019 (18 years)
1st Global Capital Corp
2001 - 2019 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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:
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.
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