Financial Security Advisory provides investment management and financial planning services. For managing investment portfolios, the firm builds customized mixes of mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's risk tolerance and time horizon. Portfolios are typically managed on a limited basis where Financial Security Advisory makes trading decisions on your behalf within agreed guidelines. The firm also offers comprehensive financial planning, covering retirement strategies, estate planning, tax planning, risk management, and education funding, often working in coordination with outside professionals like accountants and estate attorneys. Financial Security Advisory primarily works with individual investors, trusts, estates, and corporate retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable based on account composition, complexity, and family relationships. Employees and their families may receive reduced or waived fees.