Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable, especially above $20,000,000.
Fee Estimator
FSA charges an annual fee based on the platform used and the value of your assets. For the Managed Advisory Platform (MAP), fees are negotiable but default to a tiered structure (see table). Fees are charged and paid every four months, in advance, and are prorated for initial and future deposits. Financial planning fees are based on an hourly rate of $150, with anticipated fees between $1,500 and $2,500.
Areas of Practice
Advisor Information
Office location
477 Viking Drive, Suite 305, Virginia Beach, VA, 23452
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelly works as an agent at Financial Security Group, Inc. since June 2023, selling life and health insurance and providing financial advisory services, taking nearly full-time hours.