SP Retirement offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. Investment management involves creating a portfolio of low-cost, diversified mutual funds and exchange-traded funds (ETFs) based on the client's goals, risk tolerance, and financial situation. Financial planning services include preparing a financial plan or providing financial consultations covering investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1M+ | 0.50% |
For the portion of assets under management of $1,000,000 or less, wealth management fees are assessed at a fixed annual fee of $5,500. The Advisor’s total fees will not exceed 3.00% of Client’s assets under management.