Secure Wealth provides investment management services, specifically focusing on structured notes. Secure Wealth determines investment goals, time horizons, and risk tolerance to create investment strategies for clients. The firm has discretionary authority to execute investment program transactions. Secure Wealth's goal in using structured notes is to generate returns with downside protection.
Assets Under Management$130M
Clients221
Advisors4
Avg. per Client$600K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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