Surepath Financial Services offers personalized investment management and financial planning services for individuals and high-net-worth clients. Founded in 2011, the firm uses a wrap fee program and platform solutions to manage client portfolios on a discretionary basis, determining appropriate investment strategies based on each client's specific goals, risk tolerance, and time horizon. In addition to portfolio management, Surepath provides comprehensive financial planning covering estate planning, retirement income, tax strategies, and insurance. The firm operates with a focus on putting clients' interests first, and while the managing member also engages in separate insurance and estate planning software activities, clients are under no obligation to utilize those separate services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $500.0M | 1.25% |
| $500M+ | 1.00% |
Annual fee may be negotiable in very limited circumstances. An annual technology fee of $30 per client account also applies.