Financial Security Solutions, CORP.

Fee-Only (% of Portfolio)Fixed/Hourly

Financial Security Solutions Corp. provides investment advisory services, including asset management through third-party managers, financial planning and consulting, and collaborative monitoring services. Financial planning covers various aspects of financial management, including retirement, insurance, and investments. The firm also offers financial planning seminars and workshops. The firm does not actively manage assets.

Assets Under Management$69M
Clients87
Advisors2
Avg. per Client$790K
Avg. per Advisor$34M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)

Financial Security Solutions Corp. refers clients to third-party investment managers. The third-party managers pay Financial Security Solutions Corp. a portion of the investment advisory fee that they charge you for managing your account. The maximum annual advisory fee charged by Financial Security Solutions Corp. will not exceed 1.00%. However, the combined advisory fees charged by Financial Security Solutions Corp. and the third-party manager may be as high as 2.00%.

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Location

2 Advisors at this firm