Jennifer Failla

Strada Wealth Management charges a flat annual fee for its investment management program, based on your household liquid net worth. Fees are billed quarterly in arrears:

• $2,000,000 to $3,500,000 — $15,000 per year
• $3,500,001 to $5,000,000 — $17,000 per year
• $5,000,001 to $7,500,000 — $20,000 per year
• $7,500,001 to $10,000,000 — $25,000 per year
• $10,000,001 to $15,000,000 — $30,000 per year
• $15,000,001 and above — $45,000 per year

These fees are negotiable and are on top of any third-party custodian or brokerage fees.