SRS Wealth Management offers personalized portfolio management and financial planning services to individuals, high-net-worth individuals, trusts, estates, retirement plans, and small businesses. SRS Wealth Management builds customized investment portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, and insurance products such as annuities. The firm acts with a legal obligation to act in your best interest when providing investment advice. In addition to managing investments, SRS Wealth Management provides financial planning covering cash flow, budgeting, retirement planning, education funding, insurance analysis, and tax and estate planning concepts. Standalone financial planning is available as a one-time project or through an ongoing subscription, while incidental planning discussions are included with portfolio management services. SRS Wealth Management is co-owned by Benjamin Wilkey and Robert Richey and is based in Lancaster, Ohio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.