Financial Security Management

Retirement Planning Firm in Newport News, VA

Firm Info
Address: 800 Diligence Dr # 100, Newport News, VA 23606, USA
Phone: (757) 873-4947

Firm Size
Assets Under Management: $416.3 million
# of Advisors: 5
# of Clients: 2,234
Client to Advisor Ratio: 447:1
Average Account Size: $186,355
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

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

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


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

Get Connected with a Financial Advisor

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Financial Security Management, Inc Overview

Financial Security Management, Inc is a fee-only registered investment advisory firm that has been providing investment advice since 2015. The firm is headquartered in Lakewood, CO, and offers a broad range of services to both individuals and small businesses. As a fee-only firm, Financial Security Management does not accept commissions or kickbacks from any third-party products, ensuring a transparent and unbiased advice for clients. Apart from providing investment advice, Financial Security Management operates as an insurance broker/agent and also sells additional financial products. The firm offers financial planning services that encompass goals-based planning, retirement planning, tax planning, estate planning, among others. Financial Security Management also provides portfolio management services, which help clients manage their investment holdings with the aim of maximizing returns. Since its inception, Financial Security Management has continued to build a reputation for offering high-quality advisory services to clients. The firm's team of experienced financial advisors work closely with clients to ensure that their unique financial goals are achieved. Overall, Financial Security Management is a reliable and trusted advisory firm that helps clients navigate the complex world of finance.

rate retainer fee FINANCIAL SECURITY MANAGEMENT, INC. serves a diverse range of clients, including individuals and high net worth individuals. Their team of experienced professionals is equipped to provide expert financial advice and management services to clients from all walks of life. Whether you are just starting out in your personal finances or are a seasoned investor, they can help guide you towards achieving your financial goals. When it comes to fee structures, FINANCIAL SECURITY MANAGEMENT, INC. offers its clients several options. For those seeking investment management services, they typically charge a percentage of the assets under management (AUM). Depending on the level of service required, this fee can be negotiable and may include a minimum annual fee. Clients who require more specialized services, such as tax planning or estate planning, may opt for an hourly rate or a retainer fee. The firm is transparent in its fee structures, ensuring clients understand what they are paying for and how much they can expect to be charged for services.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of Financial Security Management, Inc indicates that the firm does not have a set investment minimum. Instead, their Investment Advisor Representative may set account minimums at their discretion. This implies that the investment minimum may vary depending on the individual client and their specific needs. Therefore, interested clients should contact their Investment Advisor Representative to determine what the investment minimum is for their account.

How This Office Can Help Newport News, VA Residents

Financial Security Management is a financial management firm that assists clients in Newport News, VA, with a variety of financial issues. The company's primary focus is on helping clients achieve financial security and stability by providing guidance on investment strategies, debt management, estate planning, and retirement planning. The firm's team of financial advisors works closely with clients to identify their specific financial needs and goals, and develop personalized plans to help them achieve those goals. For clients living in Newport News, VA, Financial Security Management can provide assistance with a range of financial situations, such as debt management and budgeting. With a high cost of living and increasingly competitive job market, many residents of Newport News may struggle to make ends meet. Financial Security Management can help clients create a comprehensive budget that takes into account their income, expenses, and financial goals, while also providing strategies to manage debt and build savings. Additionally, homeowners in Newport News may benefit from the firm's estate planning and retirement planning services, which can help them secure their assets and prepare for a comfortable retirement.

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

Services Offered by Financial Security Management, 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 Financial Security Management, 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)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
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 800 Diligence Dr # 100, Newport News, VA 23606, USA
Phone (757) 873-4947
Opening Hours
  • Mon 8 AM–4:30 PM
  • Tue 8 AM–4:30 PM
  • Wed 8 AM–4:30 PM
  • Thu 8 AM–4:30 PM
  • Fri 8 AM–4:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 2535 S LEWIS WAY, SUITE 201, LAKEWOOD, CO 80227-6551, United States

This firm has no other locations.

State Registrations

Financial Security Management, Inc is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Louisiana
  • Maine
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Texas
  • Washington

Disciplinary History

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