Secure Planning offers both discretionary and non-discretionary asset management services tailored to each client's needs. They also provide financial planning and consulting services. Secure Planning uses SEI and Charles Schwab & Co. for asset allocation programs. Finn Wealth Advisors operates under Secure Planning, focusing on wealth management for athletes.
Assets Under Management$170M
Clients515
Advisors4
Avg. per Client$330K
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7M+ | 0.55% |
Fees may be negotiable based on amount of assets under management, range of investments, complexity of client's financial circumstances, family accounts, and large person accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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