Secfi Advisory Limited (SAL) offers financial planning and wealth management services to individuals, including those holding stock in private tech companies. SAL also provides investment advisory services to institutional investors, managing private investment funds that acquire exposure to private company shares. SAL helps individual clients with stock option planning, tax planning, pre- and post-exit strategies, goal-based life planning, cash flow analysis, retirement analysis, and estate planning coordination. Wealth management services include personalized investment strategies using mutual funds, ETFs, and separately managed accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Standard annual minimum fee for wealth management is $7,200, calculated on a rolling 12-month period from the effective date of the agreement but can be adjusted on a case-by-case basis.