Assets Under Management
$447.7M
Number of Clients
188
Number of Advisors
8
Average Client AUM
$2.4M
AUM per Advisor
$56.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Searcy Financial Services offers integrated wealth management, including financial planning and investment management services. Financial planning covers net worth, objectives, risk tolerance, cash flow, tax analysis, retirement, education, estate planning, and risk management. Investment management includes client discovery, portfolio design/implementation using risk-based models, and continuous monitoring.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 0.01% |
| $3M+ | Included |
Gold Service Level: Over $3,000,000 $22,500 + 0.50% x the portfolio balance in excess of $3,000,000. Silver Service Level: Under $1,000,000 1.00% with a $5,000 minimum. $1,000,000 to $2,000,000 $10,000 + .75% x the portfolio balance in excess of $1,000,000. Over $2,000,000 $17,500 + .50% x the portfolio balance in excess of $2,000,000. Platinum Service Level: All 0.60%, with a $15,000 minimum
12980 Foster Street, Suite 160, Overland Park, KS, 66213-2703