Simple Fees You Can Understand? Its Possible!
Your success is our success. And, success is no accident
By The SFM Advisory Team
Not only can talking about money be uncomfortable, but the intricacies of how financial advisors work can seem overly complicated. This is likely one of the reasons why investors are confused by wealth management fees and don’t ask for clarification or details. But regardless of the complexities and awkwardness, it’s essential to understand these fees and how they impact your investments’ net performance.
We at Security Financial Management feel it is critical for our clients and potential clients to understand how we work and what we charge. We place a high priority on honesty, transparency and strive to make the financial planning process streamlined, economical, and valuable. Here’s a breakdown of what you can expect
What We Charge
When providing investment advisory services, we act as fiduciaries — meaning we are legally obligated to act in your best interest. Your financial plan is built around your specific needs and goals, not a cookie-cutter template, so your fees will reflect what your plan actually requires.
Our primary fee structure is straightforward: we charge a percentage of assets under management (AUM)¹. Because we work independently and do not want to limit the tools available to you, some products — such as 529 plans and annuities — are commission-based. These products are offered through our broker-dealer relationship and are subject to Regulation Best Interest (Reg BI), which requires that any recommendation we make serves your best interest at the time it is made.
Regardless of how we are compensated on a given product, our goal is the same: a strategy that works for your life, your timeline, and your financial future.
Fees may vary based on the scope of services provided. Ask us for a full breakdown specific to your situation.
One Less Worry
The truth is, out-of-control investment fees can eat away at your hard-earned money and derail your financial goals. You won’t have that problem with us. We think you should know exactly what to expect with your fee structure. Bottom line, your success is our success. And, success is no accident.
Our greatest hope is that you will feel confident and secure in our process and what you are paying for our services. At Security Financial Management, we believe that financial planning is critical for your success, but it doesn’t have to be a heavy burden. Get started today by scheduling a call today or reaching out to us at SFM@sfmadvisorgroup.com.
About Security Financial Management
Security Financial Management is an independent financial services firm dedicated to delivering exceptional service built on reliability and trust. With 3 locations in Central Florida and 1 in Rochester, MN, SFM has been partnering with clients for over 25 years, providing comprehensive financial planning. To learn more about Security Financial Management, connect with them on LinkedIn.
Security Financial Management is independent of Kestra Investment Services, LLC (Kestra IS)
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