Safir Wealth Advisors offers investment advice to individuals, high net worth individuals, trusts, and estates. Services include wealth management, which combines investment management with financial planning. Investment management involves creating customized portfolios using low-cost mutual funds and exchange-traded funds, and financial planning covers areas like retirement, education, and estate planning. Safir Wealth Advisors acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$200M
Clients67
Advisors2
Avg. per Client$3M
Avg. per Advisor$99M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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