Assurance Wealth Management provides investment management and financial planning services to individuals and high-net-worth individuals. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning covers various aspects, including financial goals, net worth, cash flow, retirement strategy, risk management, investment planning, tax reduction, and estate preservation.
Assets Under Management$24M
Clients47
Advisors1
Avg. per Client$510K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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