Superior Financial, LLC is a financial planning and investment advisory firm. They offer wealth management for clients with at least $500,000 in investable assets, which includes ongoing advice on financial position, investments, tax strategies, and estate planning. They also offer NEOS Planning for clients with higher incomes but limited investable assets, and Financial Review, a limited engagement to answer immediate financial questions. Superior Financial manages accounts at Charles Schwab and accepts authority to make trades without asking first.
Assets Under Management$110M
Clients120
Advisors1
Avg. per Client$930K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.65% |
| $1M+ | 0.45% |
Fees are negotiable. NEOS Planning includes investment management for a flat monthly fee of $300.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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