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FIA Services, Inc. - 0 Reviews - 1101 Gulf Breeze Pkwy Ste 301, Gulf Breeze, FL - Financial Planning Reviews - Phone (850) 677-8202

FIA Services, Inc.

id: 39658664
1101 Gulf Breeze Pkwy Ste 301
Gulf Breeze, FL 32561
(850) 677-8202
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FIA Services, Inc. - Gulf Breeze, FL
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"Setting a Course for Your Financial Future"

Owner Message

  • 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.. 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.

Additional information

  • Hours:

    Mon - Fri 8:00 am - 5:00 pm, Sat - Sun Closed
  • Neighborhoods:

    Gulf Breezes