Resource Strategies, Inc. offers investment advice and financial planning services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, and small businesses. The firm emphasizes strategic investment management and financial planning to help clients build and preserve wealth. Resource Strategies does not have trading discretion on client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,001. There is a minimum quarterly fee of $250. Assets invested with Nationwide Advisory Solutions or the SEI Trust Co. program will be aggregated and incorporated into the fee calculation to determine the appropriate fee billing level. This fee is in addition to the fees charged by the third-party manager, therefore, those assets under third-party money management will be excluded for the calculation of the asset management fee. In other words, you will not be billed twice on those assets.