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Fe Advisors, LLC (Marrietta)


Fe Advisors, LLC is a large advisory firm based in Marrietta. It manages $28.04 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and Virginia.

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Fe Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fe Advisors: assets under management

The assets under management (AUM) of Fe Advisors, LLC is $28.04 million. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.07 million in discretionary accounts and $12.97 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.24 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fe Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Marrietta

The principal office where Fe Advisors, LLC performs its advisory services is located at 2010 Roswell Road, Marrietta, GA 30068 The mailing address of the firm is 2100 Roswell Road, Marrietta, GA 30062. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 678-589-9960 or by fax 678-589-9956. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.feadvisors.com.


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