Sechrest Financial Services provides financial planning and wealth management services to individuals and businesses. This includes investment management, estate and charitable planning, insurance, retirement, education, and business planning. Sechrest Financial Services assesses clients' risk tolerance to develop an investment policy and regularly reviews portfolios. They recommend no-load mutual funds and exchange-traded funds with passive or enhanced index strategies, and may recommend a separately managed account for fixed income. Tax planning and preparation services are offered through their sister accounting firm.
Fee Structure
Sechrest Financial Services does not manage investments directly. Instead, they provide financial planning and wealth management advice. The fees for these services are negotiated and generally range from $12,000 to $20,000 per year, billed quarterly.