Financial Strategies, Inc. offers investment management services on a non-discretionary basis, meaning they need your approval before making any trades. They also provide financial planning services, which may include advice on cash flow, retirement, education funding, tax strategies, and estate planning. Financial planning is included at no additional cost for investment management clients. They may also offer income tax preparation services through an affiliate.
Assets Under Management$19M
Clients11
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$19M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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