VALIC Financial Advisors Office

Retirement Planning Firm in Hillsborough County, FL

Firm Info
Address: 4300 W Cypress St #1000, Tampa, FL 33607, USA
Phone: (813) 961-1019

Firm Size
Assets Under Management: $26.9 billion
# of Advisors: 1,426
# of Clients: 359,447
Client to Advisor Ratio: 252:1
Average Account Size: $74,880
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Valic Financial Advisors, Inc. Overview

VALIC Financial Advisors, Inc. is one of the most respected and trusted financial advisory firms in the industry, providing top-notch investment advice to individuals and small businesses. Based in Houston, Texas, the firm has been in business since 1997 and has established a reputation for delivering reliable and insightful financial planning services. As a registered investment advisory firm, VALIC Financial Advisors, Inc. offers a range of services, including portfolio management for individual and small business clients. The firm also has a strong network of outside advisors and offers a selection of others advisors to clients to help diversify their portfolio and protect their investments. VALIC Financial Advisors, Inc. operates on a fee-based arrangement, ensuring that clients receive unbiased and transparent investment advice. The firm also recommends wrap accounts to clients, which is a bundled package of brokerage services, advisory services, and other investment-related services that can be customized to suit individual needs. Overall, VALIC Financial Advisors, Inc. strives to deliver quality, tailored financial solutions that help clients achieve their financial goals. With its proven track record of success and dedication to exceptional service, the firm stands out among its peers in the financial advisory industry.

VALIC FINANCIAL ADVISORS, INC. serves a diverse range of clients that include individuals, high net worth individuals, and other non-specified corporation types. Their services cater to clients varying in their investment goals, income, and net worth. The advisors at VALIC FINANCIAL ADVISORS, INC. are well-versed in devising customized solutions for their clients and offering them personalized attention while addressing their needs. VALIC FINANCIAL ADVISORS, INC. offers different fee structures depending on the services they provide. Clients can opt for a percentage of assets under management (AUM) fee, where the fee is charged as a percentage of the total value of the assets managed by the firm. Under this fee structure, clients pay a certain percentage that is usually correlated with the amount of AUM invested. The other fee structure available is fixed fees, where clients are charged a flat fee for the services rendered, irrespective of the size of assets managed. This fee structure can be beneficial for clients who have a smaller portfolio. VALIC FINANCIAL ADVISORS, INC. ensures transparency in their fee structures and presents them to the clients in a clear and concise manner.

Typical Clients, Fee Structures & Investment Minimum

VALIC Financial Advisors, Inc.'s Part 2 Brochure does mention an investment minimum, but the specific amount is not provided. Instead, it is mentioned that the minimum dollar value of assets required to maintain an investment advisory account will vary depending on the wrap fee program the client selects. VFA also reserves the right to waive the required minimum dollar assets at its sole discretion. Therefore, the investment minimum for VALIC Financial Advisors, Inc. is variable and will depend on the selected wrap fee program and the firm's discretion.

How This Office Can Help Hillsborough County, FL Residents

VALIC Financial Advisors Office is a trusted financial advice provider in Hillsborough County, FL, helping clients to plan their financial future by providing investment, retirement, and financial planning solutions. With a team of experienced financial advisors, VALIC Financial Advisors Office provides tailored and comprehensive advice to clients, helping them to achieve both their short-term and long-term financial goals. Hillsborough County, FL is a diverse region with residents facing various financial challenges. Many may be struggling with student loan debt, trying to save for retirement, or planning for their children's education expenses. Others may need help with estate planning, tax planning, or managing their investment portfolio. The financial advisors at VALIC Financial Advisors Office are equipped to handle these and more complex financial situations, giving clients the peace of mind and confidence to make informed financial decisions. They work with clients to create personalized financial plans that take into account their unique circumstances and help them navigate their financial journey with clarity and confidence.

To view the Minimum Investment and Fee Schedule for Valic Financial Advisors, Inc., visit their Part 2 Brochure.

Services Offered by Valic Financial Advisors, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Valic Financial Advisors, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4300 W Cypress St #1000, Tampa, FL 33607, USA
Phone (813) 961-1019
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 2929 ALLEN PKWY; L7-20, HOUSTON, TX 77019, United States

This firm has no other locations.

State Registrations

Valic Financial Advisors, Inc. is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Valic Financial Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.