Searcy Financial Services offers financial planning and investment management. Financial planning covers net worth, goals, risk tolerance, cash flow, tax analysis, retirement, education, estate planning, and risk management. Investment management involves client discovery, portfolio design, implementation using risk-based models with exchange-traded funds, stocks, bonds, and mutual funds, and continuous monitoring. Clients select a service level that includes both financial planning and investment management.
Assets Under Management$510M
Clients193
Advisors9
Avg. per Client$2.7M
Avg. per Advisor$57M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Searcy Financial Services manages investments based on different service levels: Platinum, Gold, and Silver. The annual fee is a percentage of the assets managed, with minimum fees.
- Platinum: 0.60% of all assets, with a $15,000 minimum.
- Gold: 0.75% of assets under $3,000,000, with a $5,000 minimum. For assets over $3,000,000, the fee is $22,500 plus 0.50% of the amount exceeding $3,000,000.
- Silver: 1.00% of assets under $1,000,000 with a $5,000 minimum. For assets between $1,000,000 and $2,000,000, the fee is $10,000 plus 0.75% of the amount exceeding $1,000,000. For assets over $2,000,000, the fee is $17,500 plus 0.50% of the amount exceeding $2,000,000.
Fees are negotiable at Searcy's discretion.
Loading...