SR99 Advisors is a family-owned investment advisor offering personalized investment advice tailored to your financial situation. They use financial models and AI to manage portfolios. SR99 advises individuals and small businesses on pensions, 401(k)s, and IRAs. They recommend custodians like Charles Schwab and Vanguard to hold client assets. They also offer general financial planning services, including budgeting, tax analysis, investment alternatives, insurance reviews, and retirement planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 1.25% |
| $249K - $500K | 1.00% |
| $500K - $749K | 0.80% |
| $749K - $1.5M | 0.60% |
| $1.5M - $2.4M | 0.50% |
| $2.4M+ | 0.45% |
Fees may be negotiable depending on account size, complexity, or other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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