Velocity Advisory Services, LLC
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Overview
Velocity Advisory Services, LLC is a financial advisor firm located in Saint Louis, Missouri. Velocity Advisory Services, LLC has a small group, including 0 financial advisor. Velocity Advisory Services, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as options, bonds and stocks.
The firm's main office is at 11152 S. Towne Square, Saint Louis, Missouri 63123. The company is permitted to serve clients in the state of Missouri.
Disclosures
Office Location
Velocity Advisory Services, LLC by the Numbers
1
Products and Services
Velocity Advisory Services, LLC offers multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. However, it did not provide financial planning services to any of its accounts in the previous fiscal year. Velocity Advisory Services, LLC does not sell products or offer services aside from investment advice to its investment advisory accounts. The firm is also affiliated with a number of other companies in the financial services industry, including with a broker-dealer or securities dealer and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically depend on the services provided. However, fee types billed by the firm likely consist of the following fee structures: asset-based, hourly or other. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 10% of firms
Other
Unavailable
Disclosures
Velocity Advisory Services, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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