Successful Resource Management (SRM) offers personalized financial planning and investment management services to individuals, high net-worth individuals, charitable organizations, and corporations. SRM provides advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. SRM manages stocks, bonds, mutual funds, and other securities. SRM does not hold client assets; a qualified custodian does.
Assets Under Management$43M
Clients111
Advisors1
Avg. per Client$390K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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