Security Financial Advisors,llc

Fee-Only (% of Portfolio)

Security Financial Advisors offers continuous investment advice and manages investments for clients based on their individual financial situations, goals, and risk tolerance. They gather information through questionnaires and discussions to guide investment decisions. The firm manages assets with the authority to make trades without asking you first, but you can set restrictions on the types of investments made.

Assets Under Management$14M
Clients24
Advisors1
Avg. per Client$600K
Avg. per Advisor$14M

Fee Structure

Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Security Financial Advisors,llc | TrueAdvisor