SRC Wealth Advisors is a wealth management firm offering customized financial planning and investment strategies. They provide portfolio management, financial planning, and advice on separately managed portfolios and alternative investments. They also offer retirement plan advisory services to plan sponsors and participants. SRC Wealth Advisors tailors its services to individual client needs and goals.
Assets Under Management$46M
Clients22
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Portfolio management fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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