Financial Security Advisory Inc

Financial Security Advisory, Inc. (FSA) is a Registered Investment Adviser established in January 1997, offering investment advisory services involving carefully selected portfolios of various securities. FSA primarily focuses on non-commission mutual funds and transaction fee funds, with the option to invest in illiquid alternative investments and utilize separate account managers. Clients can request specific securities or types of securities for their portfolios. FSA also provides financial planning services, emphasizing overall strategies and professional investment manager recommendations. The firm acts as a fiduciary for ERISA-governed plans, committed to acting in clients' best interests. FSA manages over $1.5 billion in client assets on a discretionary basis and offers two advisory programs through Charles Schwab & Co., Inc.: Managed Advisory Platform (MAP) and Institutional Intelligent Portfolio Platform (IIP). Fees are based on a percentage of assets under management, with a negotiable annual fee structure. FSA does not charge performance-based fees or engage in side-by-side management. The firm's investment strategy focuses on asset allocation and long-term investments, with a risk of loss inherent in securities investing. Clients have investment discretion with FSA, and the firm does not vote proxies on behalf of clients. FSA uses Schwab as a third-party custodian and does not hold client funds directly.