Sucre-Vail Wealth Advisors offers investment management and financial planning services to individuals, high net worth individuals, family offices, trusts, estates, pension plans, businesses, and retirement plans. SVWA creates customized investment strategies based on client goals, risk tolerance, and financial situations. SVWA may recommend unaffiliated money managers or investment advisors. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs.
Assets Under Management$56M
Clients61
Advisors2
Avg. per Client$910K
Avg. per Advisor$28M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.5M | 0.75% |
| $5.5M - $10.5M | 0.55% |
| $10.5M - $20.5M | 0.45% |
| $20.5M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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