Personalized Financial Solutions LLC, headquartered in Clearwater, FL, is a small investment advisory firm that specializes in providing personalized financial solutions to individuals and employer-sponsored 401K plans. With 4 dedicated employees, including one investment advisor, the firm has established a solid reputation within the industry. Their expertise is evident as they manage an impressive average of approximately $57,610,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure is diverse, offering various types of remuneration, including a percenta...