Safe Future Wealth Partners refers clients to third-party investment advisors (TPIAs) to manage their investments. Safe Future Wealth Partners gathers information about your financial situation and goals, then recommends a TPIA. They monitor the TPIA's performance to ensure it aligns with your goals. Clients sign an agreement directly with the TPIA. Safe Future Wealth Partners also offers financial planning services at no additional fee, including goal setting, investment strategy development, and assistance with organizing important documents.
Fee Structure
Safe Future Wealth Partners does not directly manage your investments. Instead, they recommend third-party investment advisors (TPIAs) who will manage your money. The total fees charged by the TPIA, including the portion shared with Safe Future Wealth Partners, will not exceed 1.50% of the value of your portfolio per year. Safe Future Wealth Partners may receive up to 1.0% of the fee paid to the TPIA.