Financial Security Advisory (FSA) offers investment advisory services, managing portfolios of mutual funds, stocks, bonds, and exchange-traded funds. FSA also provides financial planning, focusing on overall strategies and recommending professional investment managers. FSA may furnish advice in tax, investment, risk, estate, retirement, and education planning. FSA typically recommends the Managed Advisory Platform (MAP) program for clients seeking an advisory program who have more than $100,000 to invest or the need to retain legacy assets from another firm in their advisory account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable, especially for accounts above $20,000,000. Employees and their family-related accounts may be charged a reduced fee, or no fee, for services.