Financial Strategies, Inc. provides financial planning and investment management services. For clients with $1 million or more in investable assets, they offer Private Client Services (PCS), a broad-based financial planning and investment management service. For other clients, they offer financial planning and investment management services or standalone investment management services. They also offer financial planning only services. Investment advice is tailored to individual needs.
Assets Under Management$140M
Clients204
Advisors3
Avg. per Client$670K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $7.0M | 0.60% |
| $7M+ | 0.40% |
Legacy clients may be subject to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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