Setting a Course for Your Financial Future
Our company's mission is to assist our Clients in achieving their financial goals through personal service tailored to their investment objectives.
FIA Services, Inc. (Financial Investments and Advisory Services) is a Florida Licensed Registered Investment Advisory (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 we charge to Clients because we don't earn brokerage fees on securities transactions.
We allocate funds based on 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 goals.