Safira Wealth Management provides investment management and financial planning services to individuals and high net worth individuals. Services include financial plan design, investment policy statements, estate planning, philanthropic planning, asset allocation, cash flow planning, portfolio construction, tax planning, retirement planning, and security analysis. Safira builds portfolios based on a client's income, cash flow, liquidity, tax considerations, risk tolerance, and time horizon.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. There is a minimum annual fee of $10,000, which may be waived at Safira's discretion. Performance-based fees may also apply if the client meets certain net worth or assets under management thresholds.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.