Secure Retirement Financial & Insurance Services (SRF) offers investment advisory services where client accounts are managed on a regular basis. SRF helps clients determine their investment objectives, goals, and risk tolerance. Financial planning is offered as a complimentary service to investment advisory clients, but a written financial plan is not always provided. SRF also provides investment advisory services to clients referred by independent investment advisors.
Assets Under Management$92M
Clients205
Advisors3
Avg. per Client$450K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Clients that have been referred to SRF will pay a maximum total fee of 2.00% for portfolios up to $1,000,000 and 1.50% for portfolios over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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