Our Cost Schedule
What You Pay
Matters To Us.
It is important that we are smart with your money. What you pay matters to us. We feel that it is important for you to know exactly what you pay so there are no unexpected or unexplained costs.
As a client of Sirius Wealth Strategies, you should know that our ultimate goal is to make sure you work toward your financial goals. With that in mind, we are always looking to design long-term diversified* investment strategies built within a planning process and we are always looking for the most cost-efficient, high-value ways to manage your money.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Customize Each Client’s
Investment Strategy
We customize each client’s investment strategy, so other fees could apply depending on what kinds of investments are included in a client’s portfolio. Other costs could include fund expense ratios, LPL portfolio costs, or 3rd party manager costs. At the time a portfolio is recommended to you, we will provide you with the exact costs associated with that portfolio so you can make an informed decision.
Our investment management services include:
- Portfolio Reviews
- Investment Selection
- Rebalancing*
- Gain/Loss Harvesting
- Time Horizon Analysis
- Risk Tolerance Assessment
- Asset Allocation Guidance
- Research
- Education on Investment Concepts and Types of Securities
- Coaching on How to Maintain a Long-Term Perspective
*Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.