Strategic Financial Planning (SFP) provides investment management and financial planning services. SFP manages client portfolios on a discretionary basis and offers advice on areas like cash flow analysis and investment management evaluation. Clients receive ongoing supervision of their accounts and can terminate the agreement with 30 days' notice. Financial planning is included as part of the wealth management fee.
Assets Under Management$190M
Clients59
Advisors3
Avg. per Client$3.2M
Avg. per Advisor$64M
Fee Structure
Planning is included in investment management
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% |
The fee schedule is a guideline, and Strategic Financial Planning reserves the right to negotiate fees. Minimum fees are determined by services provided. In certain instances, due to this minimum fee, a client may be charged a fee that is greater than the industry norm.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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