Safran Wealth Advisors is a wealth management firm that offers financial planning and investment advisory services. They work with clients to understand their life goals, values, and financial objectives. Safran helps clients develop financial independence, plan for life transitions, grow wealth, minimize tax exposure, evaluate retirement plans, create retirement distribution strategies, measure risk exposures, and develop estate plans.
Fee Structure
Safran Wealth Advisors manages investments as part of their wealth management service. The annual fee for this service ranges from 0.75% to 1.5% of the value of your portfolio. The exact fee depends on the complexity of your financial planning needs and the amount of assets Safran manages for you. These fees are typically deducted directly from your investment account.