Financial Security Management (FSM) is a registered investment advisor helping clients build, manage, and protect their wealth. FSM offers investment management services on a discretionary or non-discretionary basis, as well as financial planning services covering areas like retirement, taxes, and estate planning. FSM also provides retirement plan advisory services to employer-sponsored plans.
Fee Structure
FSM charges a percentage of your portfolio's value each year for investment management services. This fee covers investment advice, trading, and ongoing monitoring. The specific percentage depends on the size of your portfolio, the complexity of your investment strategy, and the time the advisor spends managing your account. The maximum annual fee is 1%. Fees are calculated on the total household advisory assets under management and billed quarterly in advance.