Succession Financial offers investment management based on individual client needs, financial planning to help clients achieve their goals, and retirement plan consulting for employer plan sponsors. They primarily advise on stocks, bonds, mutual funds, and ETFs. For financial planning, they work with clients to develop and implement a plan, monitoring and updating it as needed. They may recommend outside investment managers.
Assets Under Management$210M
Clients173
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3M+ | 1.50% |
Fees above $3,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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