Inversiones SURA Corp. offers investment advisory services, including designing and implementing model portfolios, on both a discretionary and non-discretionary basis. SURA works with clients to define financial goals and objectives, providing analysis and guidance on investment strategies. The firm primarily uses mutual funds and ETFs in client portfolios, selected based on performance metrics and a proprietary hierarchy model. SURA also provides consulting services.
Fee Structure
SURA charges an annual fee, negotiated per client, up to 2.00% based on the complexity of the portfolio and individual needs. Fees are calculated as a percentage of the value of your investments and charged quarterly. You can terminate the agreement at any time with reasonable notice.