FINANCIAL STRATEGIES GROUP, INC

RIASEC RegisteredEst. 2017

Total AUM

$677M

Discretionary

$677M

100% of AUM

Avg account

$196K

Accounts

3,463

Employees

Advisory reps

Firm details

Headquarters: OKEMOS, Michigan
CRD number: 289054
Registered since: August 1, 2017
Website: fsgmichigan.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.75%
Individuals46.48%
Pension & Profit Sharing Plans1.43%
Charitable Organizations0.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Financial Strategies Group, Inc is an independent, SEC‑registered investment adviser organized as a corporation and operating since 2017. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that builds portfolios and sources outside managers. Its billing options include a percentage of assets under management as well as hourly and fixed fees. Advisory services extend beyond standard financial planning and discretionary portfolio management for individuals and small businesses to include management for pooled investment vehicles and institutional/business clients, selection of other advisers, and educational efforts such as newsletters and seminars. The firm is not positioned as an active ESG investor and is not reported as a multi‑state adviser or pension consultant. It maintains an industry affiliation with an insurance company.