SR Financial Services offers investment management, financial planning, and tax preparation services. The firm develops investment goals, determines risk tolerance, allocates assets, reviews investments, and provides quarterly performance reports. They primarily recommend mutual funds, but also individual stocks, bonds, and CDs. Financial planning includes determining investment goals, insurance analysis, and estate planning. Steven Rzucidlo is the sole owner and employee.
Assets Under Management$82M
Clients56
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$82M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.50% |
| $1M+ | 0.25% |
If the total value of the portfolio under management is greater than $350,000.00 then the fee on the first $100,000.00 is one half of one percent (0.5%) rather than one percent.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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