Secure Care Wealth Management provides investment management and financial planning services. Investment management is offered on a discretionary basis. Financial planning can be a one-time plan, topic-specific consultation, or ongoing planning relationship. Secure Care Wealth Management tailors services to each client's needs and goals.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Secure Care Wealth Management manages your investments for an annual fee of up to 2% of the value of your portfolio. This fee is negotiable. The fee is calculated based on the assets managed and billed quarterly.
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