Stranberg Capital manages investment portfolios for individuals and high net worth individuals, focusing on supplementing retirement income. The firm uses its discretion to invest client assets in securities, cash, or cash equivalents. Stranberg Capital emphasizes transparency, allowing clients to view their accounts online. Clients can terminate the relationship at any time without charge. The firm invests as if the funds represent substantially all of the client's financial assets.
Assets Under Management$95M
Clients55
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is 1% on stocks and 0.25% on mutual funds and bonds. Fees are lower for multi-million-dollar accounts and negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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