Strategic Investment Advisors manages investment portfolios for various clients, including individuals and retirement plans. They work with clients to determine investment objectives and risk profiles, creating a written investment policy. Strategic primarily uses passively managed asset class and index mutual funds, often Dimensional Fund Advisors (DFA). They also offer consultation on financial areas like tax planning and retirement planning.
Assets Under Management$79M
Clients346
Advisors1
Avg. per Client$230K
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6M+ | 0.40% |
Total Fixed Income Accounts (100% fixed income) are billed at 67% of the above fee schedule rates. Employee Benefit Retirement Plan Services are billed at 75% of the above fee schedule rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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