Sursum Financial provides investment management services on both a discretionary and non-discretionary basis, tailoring strategies to individual client goals and risk tolerance. The firm also offers financial planning services, including full financial plans and consultation services on specific topics. Sursum Financial may recommend third-party managers and receives referral fees from them.
Assets Under Management$2.4M
Clients11
Advisors1
Avg. per Client$220K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Sursum Financial manages investments for a fee based on the value of your portfolio, ranging from 0.50% to 1.50% per year. The exact fee depends on the complexity of your situation and the amount you invest. Non-qualified clients may pay a higher investment management fee. Fees are billed quarterly in advance.
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