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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.