Fsam Llc
1720 WINDWARD CONCOURSE, Alpharetta, Georgia 30005
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
Next $500,000 0.35% Over $1,000,000 0.25% FSAM receives an additional 1% annualized fee in addition to the Program Fee noted above. 4 The Program Fee for AdvisorFlex Portfolios includes the BNYMA advisory fee, BNYMA’s sponsor fee and Pershing’s clearing and custody f
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 4 disclosures on record with the SEC.
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also registered with a broker-dealer
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.