Strategic Financial Planning offers financial planning and investment management services to individuals and families. The firm operates on a fee-only basis, charging fees based on the value of your portfolio. They monitor and review client portfolios quarterly, considering client needs, goals, and risk tolerance. Financial planning covers retirement, investment, protection, tax, and estate planning.
Assets Under Management$6.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.55% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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