Surepath Financial Services provides financial planning and investment management services. Surepath determines investment goals, time horizons, objectives, and risk tolerance to guide investment strategies, selection, asset allocation, portfolio monitoring, and overall management. Surepath also offers financial planning services covering wills, estate plans, trusts, investments, qualified plans, insurance, retirement income, Social Security, and college planning.
Assets Under Management$34M
Clients122
Advisors2
Avg. per Client$280K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $500.0M | 1.25% |
| $500M+ | 1.00% |
The annual fee may be negotiable in very limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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