Resurgent Financial Advisors provides investment management services, including retirement income planning, education funding analysis, charitable giving analysis, wealth transfer, and tax optimization. Resurgent works with individuals and families to provide ongoing financial planning and investment strategies. Resurgent primarily invests client assets in mutual funds, exchange-traded funds, and independent investment managers.
Assets Under Management$330M
Clients392
Advisors10
Avg. per Client$830K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Resurgent Financial Advisors charges fees based on the value of your portfolio. The specific fee schedule is negotiable and outlined in your Investment Advisory Agreement. You can be charged up to 2.25% annually on the assets managed by Resurgent.
Loading...