Severin Investments manages investment portfolios and provides financial planning and retirement consulting services for individuals, families, and institutions. The firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds, matching clients to specific investment models based on their risk tolerance and goals. For portfolio management, Severin Investments utilizes proprietary model portfolios with active management and tactical sector shifts. In addition to investment management, the firm offers comprehensive financial planning covering retirement, taxes, estate planning, and insurance, as well as limited consulting projects and 401(k) retirement asset monitoring. Severin Investments serves individual investors, high-net-worth clients, trusts, and retirement plan sponsors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees for accounts over $5 million are negotiable. Non-discretionary accounts have a maximum administration fee of 1.95%. Minimum annual household fee is $1,500.