AssuredPartners Investment Advisors offers personalized portfolio management and financial planning services to individuals, families, and businesses. AssuredPartners Investment Advisors creates custom portfolios or uses model portfolios tailored to each client's specific financial situation, risk tolerance, and investment goals. Portfolio management can be handled on a discretionary basis, where AssuredPartners Investment Advisors makes trades without prior permission, or on a non-discretionary basis, where client approval is required before executing transactions. In addition to managing investments, AssuredPartners Investment Advisors provides guidance on retirement planning, estate planning, college savings, tax strategies, and insurance. The firm also offers advisory services for employee benefit plans and conducts educational seminars. AssuredPartners Investment Advisors is a subsidiary of Arthur J. Gallagher & Co.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fee is negotiable and varies by office and client circumstances, subject to a maximum annual fee rate of 2.50%.