Strategic Investment Management provides investment management and planning services to both individual and institutional clients. They actively manage global portfolios and individual asset classes. Strategic collaborates with clients to determine investment objectives and risk tolerance, then takes discretionary responsibility for managing the account. They may use sub-advisors and invest client assets in investment funds managed by Strategic or third parties.
Assets Under Management$30B
Clients80
AdvisorsN/A
Avg. per Client$370M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiable for global discretionary management services for accounts of greater than $100 million, and in certain other circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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