Second 50 Financial offers investment management and financial planning services tailored to each client's unique situation. For investment management, they manage accounts with discretion, meaning they can make trades without asking you first. They may also use outside money managers. Financial planning covers areas like cash flow, investments, insurance, taxes, and estate planning. They do not provide legal, accounting, or tax services.
Assets Under Management$340M
Clients156
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$170M
Fee Structure
Second 50 Financial charges a percentage of your portfolio's value annually for investment management. This fee typically ranges from 0.50% to 1.00% per year. The specific fee and structure (tiered or flat) will be in your agreement. Fees are charged quarterly in advance.
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