Safe Money Inc. offers ongoing portfolio management services, creating investment plans based on each client's financial situation, risk tolerance, and time horizon. They request authority to make trades without asking for permission each time. Safe Money Inc. primarily recommends mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds, focusing on large capital companies.
Assets Under Management$23M
Clients50
Advisors2
Avg. per Client$450K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Minimum account size is $25,000, but may be waived.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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