Strategic Financial Planning offers comprehensive wealth management services, combining personalized financial planning with ongoing discretionary investment management. The firm assists clients with retirement planning, cash flow analysis, tax strategies, and investment supervision. Portfolios are primarily built using exchange-traded funds and mutual funds tailored to each client's specific goals and risk tolerance. Strategic Financial Planning works with individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm emphasizes an individualized approach and requires clients to enter into a formal advisory agreement before services begin.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are a blended rate and are negotiable based on unique circumstances. A minimum quarterly fee applies depending on engagement complexity.
