Financial Security Solutions Corp. provides investment advisory services, including asset management through third-party managers, financial planning and consulting, and collaborative monitoring services. Financial planning covers various aspects of financial management, including retirement, insurance, and investments. The firm also offers financial planning seminars and workshops. The firm does not actively manage assets.
Financial Security Solutions Corp. refers clients to third-party investment managers. The third-party managers pay Financial Security Solutions Corp. a portion of the investment advisory fee that they charge you for managing your account. The maximum annual advisory fee charged by Financial Security Solutions Corp. will not exceed 1.00%. However, the combined advisory fees charged by Financial Security Solutions Corp. and the third-party manager may be as high as 2.00%.