Surience Private Wealth manages investment portfolios and provides personalized financial planning and consulting services to individuals, high-net-worth families, businesses, and retirement plans. The firm builds customized investment portfolios using active strategies based on mathematical models and qualitative analysis, primarily allocating assets among stocks, bonds, and exchange-traded funds. Surience Private Wealth also offers financial planning covering areas such as cash flow analysis, estate planning, tax planning, retirement planning, insurance reviews, and business planning. Clients can engage the firm for investment management, financial planning, or a combination of both.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.5M | 1.45% |
| $2.5M - $10.0M | 1.15% |
| $10M+ | 0.95% |
Rates apply to Growth, Moderate, and Balanced strategies. The Genesis Strategy charges a flat 1.75% for all assets. Minimum annual fee of $2,500 applies. Fees are negotiable.