FC Wealth Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$199,400,000
Total clients
143
16% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
48
Average account size
$1,394,406
About
FC Wealth Solutions provides discretionary portfolio management and financial planning for individuals, high-net-worth individuals, and corporate clients. The firm prepares an investment policy statement for each client and offers ongoing portfolio monitoring and custodian-delivered reporting, with no stated account minimums for its services.
The firm combines fundamental, quantitative, technical analysis and modern portfolio theory to implement portfolios through a mix of systematic, rules-based ETF strategies and opportunistic trading. Its strategy suite includes a short-term Tactical S&P mean-reversion approach that typically holds positions three to four days and remains in cash about half the time, alongside actively managed Core Equity and Core Bond ETF strategies; FC Wealth Solutions may also utilize margin and a range of options strategies.
Noteworthy features include the explicit use of short-term, mean-reversion trading paired with core, rules-based ETF systems and access to more complex investments such as uncovered options, private placements, hedge funds, and private equity. The firm recommends specific custodians (including Fidelity and Interactive Brokers), may receive research or other soft-dollar benefits from brokers, and manages client accounts on a discretionary basis without engaging third‑party sub‑advisers.
Client services
Expertise
Fee options
Between $1,000 and $5,000 for financial planning
$0 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.00% $5,000,001+: Up to 0.85%
Main office location
FC Wealth Solutions LLC
440 Polaris Parkway Suite 110
Westerville OH 43082, United States
Number of offices
1
Most active in
Ohio · 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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