SUREVEST WEALTH MANAGEMENT CLIENT

Designed for clients looking to maximize their financial outcomes through an ongoing relationship with a senior Certified Financial Planner™ in partnership with our planning committee and investment committees.

Client Goals

Our team helps clients navigate the wealth-accumulation and income-distribution stages of life with the objective of minimizing risk and maximizing financial outcomes. We will provide ongoing planning and advice, risk management and portfolio management through a personalized and comprehensive solution. If you’re a client interested in legacy and/or charitable strategies, your advisor can help coordinate the tax, legal, and planning strategies necessary to meet your desired outcomes.

Services

  • Comprehensive wealth accumulation planning
  • Online access to a real-time balance sheet of all your internal and external assets and liabilities
  • Strategic cash flow and income planning
  • Education funding
  • Asset management oversight/reporting
  • Tax, legal & insurance oversight/coordination
  • Charitable planning
  • Legacy planning
  • Senior relationship oversight

Fees & Minimums

The minimum investment portfolio is $500,000.

Fees are typically between 1-2% of assets under management and are inclusive of all asset management, reporting, and financial and estate planning done by all members of our firm. The minimum fee is typically $5,000 annually. External fees such as tax preparation and legal work will be billed separately through those professionals when applicable.

Disclosure: All fees and services are negotiable. This is not designed to be a comprehensive list of fees and/or services. Please see our firm’s form ADV for a comprehensive list of services, fees, and minimums.