Financial Security Advisory INC
Assets Under Management
$1.6B
Number of Clients
2,904
Number of Advisors
33
Average Client AUM
$541K
AUM per Advisor
$47.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FSA offers investment advisory services using mutual funds, stocks, bonds, and ETFs. They also provide financial planning, focusing on overall strategies and recommending professional investment managers. FSA manages accounts on a discretionary basis and may advise on tax, estate, retirement, and education planning.
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
Location
477 Viking Drive, Suite 305, Virginia Beach, VA, 23452