FSR Wealth Management, LLC

Overview

FSR Wealth Management, LLC is a small, independent registered investment adviser that combines portfolio management and financial planning with insurance brokerage capabilities. The firm serves individual and family clients as well as smaller institutional mandates, charging fees based on a percentage of assets under management. Investment activity tilts toward pooled public vehicles—primarily mutual funds and other public funds—used to build diversified portfolios across equities and fixed income. The firm also integrates insurance solutions into client plans and provides pension consulting services for small employers, which suggests attention to liability-matching and income-design considerations for certain client segments. FSR does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices