Keyword Analysis & Research: securities america fees

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Frequently Asked Questions

How much does Securities America charge for financial advice?

For financial planning and consulting services, the firm charges an hourly rate of up to $750 per hour or a flat fee that is not to exceed $15,000. Securities America also charges an asset-based fee for retirement plan advisory services, and advisors charge up to 3% of AUM for other investment advisory programs.

What are Securities America advisors' financial disclosure charges?

Securities America also charges an asset-based fee for retirement plan advisory services, and advisors charge up to 3% of AUM for other investment advisory programs. Securities America Advisors has 29 disclosures listed on its Form ADV. While most of these disclosures belong to advisory affiliates of the firm, one of the most recent is from 2018.

How do I get in touch with a Securities America advisor?

However, the firm’s fiduciary duty ensures that each advisor serves clients' best interests. Securities America Advisors offers prospective clients various options for getting in touch. You can either visit one of the firm’s offices, or you can set up an appointment with an advisor by calling the firm over the phone.

How many clients does Securities America advisors have?

Securities America Advisors manages $39.3 billion and provides investment advisory services for 134,725 clients (1:54 advisor/client ratio). After checking the disciplinary records of Securities America Advisors, our system has identified the following question (s) to ask.


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