Roy Strong
Roy Strong is a registered investment advisor at Strong Financial Services, based in Indianapolis, IN, with 26 years of industry experience. Roy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 62 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
3905 Vincennes Road, Suite 505, Indianapolis, IN, 46268
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
April 2008Customer Dispute
March 2008Employment Separation After Allegations
November 2003Customer Dispute
September 2003Other Business Activities
Roy is the president of MAPCO Financial Services Corp since 1986, overseeing sales. This takes about a quarter of his time.
Employment History
Current Registrations
Strong Financial Services
Previous Registrations
H. Beck, INC.Broker
First Asset Financial INC.Broker
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Oxford Financial GroupBroker
Intersecurities, INC.
Intersecurities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.