Assets Under Management
$3.3B
Number of Clients
9,021
Number of Advisors
113
Average Client AUM
$368K
AUM per Advisor
$29.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Founders Financial Securities, LLC (FFS) provides investment advisory services through its Investment Adviser Representatives (IARs). Services include ongoing investment advice, management of investment advisory accounts, recommendation of third-party money managers, and financial planning. FFS offers various advisory programs, including Independence Advisory, Third-Party Asset Managers, Managed Portfolio Program, and Freedom Capital Management Strategies.
Fees are determined separately for each account and are negotiable, depending on factors like asset type, account size, and services provided. Fees are generally based on a percentage of assets under management, charged quarterly or monthly, in advance or arrears. IARs may also charge a flat dollar rate or percentage for managing held-away accounts. Clients may also be charged commissions if the IAR is a registered representative.
1026 Cromwell Bridge Road, Suite 100, Towson, MD, 21286