Searcy Financial Services charges fixed dollar amounts for financial planning based on the service level (Platinum, Gold, Silver). Investment management fees are a percentage of assets under management, also varying by service level. For example, Platinum service level is 0.60% of all assets with a $15,000 minimum. Gold and Silver service levels have different percentage rates and minimums based on asset tiers. Hourly consulting is available at $300/hour. Certain legacy clients may pay fees on a different scale.
12980 Foster Street, Suite 160, Overland Park, KS, 66213-2703
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