SecurEstate Financial Services Inc. provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and may request authority to make trades without prior permission. SFSI also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. SFSI may direct clients to third-party investment advisors.
Assets Under Management$85M
Clients276
Advisors2
Avg. per Client$310K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.25% |
| $400K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.30% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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