Strategic Financial Services offers comprehensive wealth management, financial planning, and investment advisory services to individuals, families, businesses, and retirement plans. Operating since 1979, Strategic Financial Services provides holistic financial planning covering budgeting, investments, estate planning, insurance, retirement, education, and tax-aware strategies. The firm offers two main wealth programs: the Core Client Program for clients with at least $500,000 in investable assets, and the Strategic Blue Program for clients with assets under $500,000 (generally a $250,000 minimum). Portfolios are managed primarily through model-based strategies with discretionary authority, though non-discretionary options are available. Strategic Financial Services also provides institutional advisory services and employer retirement plan services, including fiduciary consulting and employee education.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fees are negotiable on a client-by-client basis. Reduced pricing schedules may apply for accounts with low-cost basis securities.