Secura Financial offers personalized financial planning and portfolio management services. They work with individuals, pension plans, trusts, estates, and other organizations. Their advice covers financial goals, problem identification, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Secura Financial does not sell commissioned products, but its representatives may be affiliated with entities that do.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Schedule shown is for Equity and Balanced Accounts with Financial Planning and Consulting. Lower fees apply for Equity and Balanced Accounts and Fixed Income Accounts. Minimum quarterly fee of $1,250 applies for Equity and Balanced Accounts and Fixed Income Accounts, and $1,625 for Equity and Balanced Accounts with Financial Planning and Consulting.