FSA Investment Group, LLC, a prominent local investment advisory firm headquartered in Pensacola, FL, serves a diverse clientele of over 40 individual clients. With assets under management totaling an impressive $508,546,000, FSA Investment Group excels at providing personalized financial solutions to meet their clients' unique needs.
The firm's commitment to excellence is reflected in their four strategically located offices, ensuring convenient accessibility for their clients. In addition to their investment advisory services, FSA Investment Group also operates as an insurance broker or agent, offering comprehensive solutions to safeguard their clients' financial well-being.
FSA Investment Group's compensation structure is designed to align with their clients' success, incorporating various methods such as a percentage of assets under management and fixed fees. This approach ensures transparency and fosters a strong sense of trust between the firm and their valued clients.
With a team of nine dedicated professionals, eight of whom specialize in investment advisory services, FSA Investment Group provides expert guidance and support. Each investment advisor manages an average of approximately $63,570,000 in assets under management, which stands in line with the industry average, demonstrating their competence and experience.
At FSA Investment Group, continuity and experience are valued. The firm boasts a number of long-tenured advisors, including esteemed professionals such as Daniel Kopack, Nancy Lowrey, and Johnathan Hosman. Their wealth of knowledge and expertise further contributes to the firm's stellar reputation.
In summary, FSA Investment Group, LLC is a trusted investment advisory firm based in Pensacola, FL, catering to a diverse range of clients. With their comprehensive services, experienced team, and substantial assets under management, they are well-equipped to help clients achieve their financial goals.