Personalized Financial Solutions Llc
28163 US HIGHWAY 19 NORTH, Clearwater, Florida 33761
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
within these held away accounts and are charged at a range from 0.50% to 2.00% annually as negotiated by the Client and the Advisor. The fees are calculated using the value of the assets in the held away account on the last business day of the prior billing period. Upon termination, fo
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 3 disclosures on record with the SEC.
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.