Sure Foundation Wealth Planning provides ongoing investment management based on individual client needs and goals. They also offer project-based financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. The firm seeks to maximize investment returns in a conservative and cost-conscious manner.
Assets Under Management$11M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.65% |
Fees are negotiable. Minimum annual fee of $1,250 may cause the actual fee charged in certain accounts to be higher than that indicated in the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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