SurePath Wealth Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement outlining the client's situation and construct a plan to select a suitable portfolio. SurePath may use model portfolios developed by the firm or through a third-party turnkey asset management program (TAMP). They monitor the chosen TAMP to ensure it aligns with the client's investment goals. The firm generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and non-U.S. securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The total annual investment advisory fee inclusive of TAMP fees is not to exceed 2.50%.