Advisor at FSC Wealth Advisors, LLC
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
FSC Wealth Advisors, LLC
Location
Oneonta, NY
Credentials
Series 63
Industry experience
49 years
Negotiated per project; payment terms agreed individually; maximum prepaid six months and no more than $1,200 in advance
$0 - $100,000: up to 2.50% (for agreements on or after Jan 17, 2013) or 1.95% (prior to Jan 17, 2013) $100,001 - $250,000: up to 2.35% (on or after Jan 17, 2013) or 1.80% (prior to Jan 17, 2013) $250,001 - $500,000: up to 2.30% (on or after Jan 17, 2013) or 1.75% (prior to Jan 17, 2013) $500,001 - $750,000: up to 2.25% (on or after Jan 17, 2013) or 1.70% (prior to Jan 17, 2013) $750,001 - $1,000,000: up to 2.20% (on or after Jan 17, 2013) or 1.65% (prior to Jan 17, 2013) $1,000,001+: up to 2.05% (on or after Jan 17, 2013) or 1.50% (prior to Jan 17, 2013)
Up to $275 per hour depending on complexity
Fee-only: Hourly rate up to $275 per hour; flat fees negotiated case-by-case, not primary focus
Miller Financial Services
2021 - Present (5 years)
Geneos Wealth Management Inc
2021 - Present (5 years)
FSC Wealth Advisors, LLC
2016 - Present (10 years)
NEXT Financial Group
2005 - 2021 (16 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
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