Secure Planning provides discretionary and non-discretionary investment management and financial planning services to individuals, families, trusts, estates, and business owners. Secure Planning tailors investment strategies to each client's specific financial situation and goals using modern portfolio theory. The firm partners with external program sponsors like SEI and Charles Schwab to hold client accounts and execute trades. Secure Planning also offers specialized support for athletes through its Finn Wealth Advisors division. In addition to investment management, Secure Planning provides hourly financial planning and consulting services. Some professionals at Secure Planning are also licensed to sell insurance and securities through a separate broker-dealer relationship, creating potential conflicts of interest that the firm mitigates by putting client interests first as required by law.
Fee Structure
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 negotiated at Secure Planning's discretion based on asset amount, complexity, family account aggregation, and other factors.