Fbs Securities

Fee-Only (% of Portfolio)Fixed/Hourly

FBS Securities offers portfolio management tailored to individual client goals, potentially using active trading strategies. They also provide financial planning covering various areas like retirement, college, and estate planning. Additionally, FBS Securities offers pension consulting services to employee benefit plans. FBS Securities generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.

Assets Under Management$45M
Clients111
Advisors2
Avg. per Client$410K
Avg. per Advisor$23M

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

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

2 Advisors at this firm