FIA Services, Inc.

More Info

"Setting a Course for Your Financial Future"

General Info

FIA Services, Inc. is a Florida licensed Registered Investment Advisor (RIA) Firm located in Gulf Breeze, Florida. Our fees are based only on the amount of the Client's assets under management. This fee structure reduces the total fees charged to Clients because we don't earn brokerage fees on securities transactions. We allocate funds according to each Client's Statement of Investment Policy (SIP) which includes the Client's risk profile. Each Client's SIP is different, so we customize each portfolio to allocate the funds between the various investment alternatives with the goal of maximizing the investment value while staying within the Client's SIP allocation goals.

Email

Email Business

Services/Products

FIA Services customizes portfolios for each Client depending on their individual financial and retirement goals. We use various portfolio models which correspond to the Client's statement of Investment Policy and risk assessment.

Brands

CPA/PFS, CSEP

Payment method

all major credit cards, check, debit, paypal, financing available, amex, visa, discover, mastercard

Neighborhood

Gulf Breeze

Associations

Personal Financial Specialist (PFS) and Certified Public Accountant (CPA)

Other Link

Registered Investment Advisor

Categories

Financial Planners, Accounting Services, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Real Estate Agents

Reviews

Details

Phone: (850) 934-2832

Address: 1101 Gulf Breeze Pkwy, Gulf Breeze, FL 32561

Website: Registered Investment Advisor