SRS Wealth Management refers clients to third-party money managers who handle investment decisions. SRS Wealth Management also offers financial planning services, including retirement planning and risk analysis. The firm's managing member is also an independent insurance agent.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
SRS Wealth Management refers clients to Gradient Investments, LLC, a third-party money manager. The fees for Gradient Investments are as follows:
- Strategic-Tactical-Allocation-Defined Outcome Portfolios: 1.60% annually
- Preservation Portfolios: 1.00% annually
- Private Wealth Portfolios: 1.50% annually
- Client Directed Accounts: $300 annually
SRS Wealth Management receives a portion of these fees as a referral fee. These fees are negotiable.
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