Stratford Investment Advisory Group (SIAG) is an employee-owned firm providing investment management services to individuals, high net-worth individuals, family trusts, and pension/profit sharing accounts. SIAG focuses on capital preservation and invests in high-quality investments. SIAG creates customized investment strategies based on clients' cash flow needs and risk tolerance. They primarily use a long-term investment approach, constructing portfolios of individual stocks, exchange-traded funds, and bonds.
Assets Under Management$28M
Clients56
Advisors1
Avg. per Client$500K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $5.0M | 0.33% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.13% |
Fees are negotiable depending on circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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