Jensen Beach, FL Office
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Financial Sense Advisors, Inc.
Team
Firm-wide stats for Financial Sense Advisors, Inc.
About
Financial Sense Advisors, Inc. is a registered investment adviser serving individuals (including high-net-worth clients), retirement plans, trusts, and other entities, managing roughly $836 million for about 588 clients through a team of nine advisors. The firm provides discretionary portfolio management, comprehensive financial planning, retirement-plan consulting and participant account management, and advice on fee-based annuities and other investment vehicles.
The firm combines fundamental and technical analysis to implement client-directed investment objectives and offers strategies ranging from conservative fixed-income allocations to aggressive equity-focused portfolios; trading approaches include long- and short-term purchases, margin transactions, and option writing. FSA also provides retirement plan participant account management via a third‑party aggregation platform and delivers on-going reporting and periodic portfolio reviews.
What is distinctive about this advisor is its vertical integration: it operates a wholly owned broker‑dealer and licensed insurance agency, and several advisory personnel are registered representatives of that broker‑dealer, which executes PAM account trades and receives clearing and revenue-sharing arrangements. The firm’s use of derivatives and option-writing in managed accounts, its requirement that PAM accounts use the affiliated broker‑dealer, and the firm leadership’s substantial time spent in affiliated broker-dealer, insurance, and educational businesses are notable features relative to its peer group.
Based on Financial Sense Advisors, Inc.
Expertise
Based on Financial Sense Advisors, Inc.
Location
Jensen Beach FL
Advisors at this office
1
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