Safran Wealth Advisors is a registered investment advisor based in New York City, led by founder Erika Safran. The firm offers comprehensive wealth management services that combine ongoing financial planning and investment portfolio management tailored to each client's unique life goals and risk tolerance. Safran Wealth Advisors focuses on creating broadly diversified portfolios utilizing low-cost mutual funds and exchange-traded funds, while incorporating strategies for retirement planning, tax management, estate planning, and risk mitigation. The firm operates on a fee basis, charging either a percentage of the assets under advisement or fixed fees for financial planning, and acts as a fiduciary legally bound to put clients' best interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Portfolio management fees range from 0.75% to 1.5% based on financial planning complexity and asset size. Fees are negotiable.