Surience Private Wealth offers investment management and financial planning services to individuals, high net worth individuals and families, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, corporations, and other business entities. SPW manages client portfolios on a discretionary basis and offers different levels of financial planning and consulting services.
Assets Under Management$130M
Clients143
Advisors2
Avg. per Client$880K
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $2.5M | 1.45% |
| $2.5M - $10.0M | 1.15% |
| $10.0M - $25.0M | 0.95% |
| $25M+ | 0.95% |
Minimum annual fee of $2,500. Genesis Strategy has a flat fee of 1.75% for all assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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