Assurance Wealth Management provides personalized investment management and financial planning services to individuals and high-net-worth clients. Operating as a registered investment advisor, the firm tailors investment strategies based on each client's individual goals, time horizon, and risk tolerance, utilizing modern portfolio theory and technical analysis. In addition to managing investment portfolios on both a discretionary and non-discretionary basis, Assurance Wealth Management offers comprehensive financial planning covering areas such as retirement strategy, cash flow analysis, tax reduction, estate preservation, and risk management. The firm operates with no account minimums.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1.00% is negotiable based on criteria such as historical relationship, type of assets, and anticipated future assets.