Financial Advisors Consortium, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$72,861,487
Total clients
134
16% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
134
Average account size
$543,742
About
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.
Client services
Expertise
Fee options
0.50% – 1.50% annually (negotiable based on portfolio size and services)
Certain supervised persons offer insurance products on a commission basis under separate arrangements
Fee-only: Fixed fees for financial planning and consulting services ranging from $200 to $10,000 (negotiable)
Main office location
Financial Advisors Consortium, Inc.
400 Mcknight Park Drive Suite 404
Pittsburgh PA 15237-2506, United States
Number of offices
1
Most active in
Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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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