Financial Security Services Group (FSSG) offers investment management and financial planning services. Investment management includes determining investment goals, risk tolerance, and asset allocation. Financial planning covers areas like cash flow, tax, insurance, education, retirement, and estate planning. FSSG also offers workshops. The firm's president is a licensed insurance agent.
Assets Under Management$77M
Clients313
Advisors4
Avg. per Client$250K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.55% |
| $150K - $350K | 1.35% |
| $350K - $700K | 1.25% |
| $700K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Annual fee may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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