Our Company (Surevest)

A: Yes! The word fiduciary means that we provide unbiased investment advice, free of conflicts of interest. We promise to always put our clients’ interests first. This is the standard of care that you would expect from your doctor, lawyer, accountant, or virtually any other professional.

A: Of course. We can meet by phone, Zoom or in my Phoenix office. Call (480) 272-7116 to set up a time.

A: Yes.  More and more of our clients are out of state and we are perfectly comfortable working with you remotely.  We use technology that lets us instantly and easily share our computer screen so we can both view the same documents as we speak.  Many clients prefer these virtual meetings as they are both convenient and productive.

A: We never earn commissions and thereby avoid conflicts of interest.  We charge each client a percentage of the assets we manage for them. Our fee typically ranges from 0.8% to 1.4% (annually) although it is charged quarterly (.20% – .35% per quarter) and includes all planning and investment managment services, review meetings, software, etc.

There are no additional fees for trading… or anything else.

A: All investment accounts are held at TD Ameritrade and clients have online access 24×7.

A: No one firm can be right for everybody, and we don’t expect every prospective client to be a perfect fit for us. Our typical client fits the profile of “The Millionaire Next Door“, and tend to have 3 things in common:

1. They find us or are referred to us when they are within 10 years of retirement. Typically, ages 55-70.
2. They typically have $1 to $10 million in investible assets.
3. They want a team of trusted advisors to help them with two things:

• Plan their ideal retirement and provide guidance for major decisions or life transitions, and
• Manage their investments to provide peace of mind and help turn their financial goals into reality.