Financial Strategies Group offers investment advice, including discretionary portfolio management, financial planning, and retirement plan consulting. Investment advice is tailored to individual client needs and objectives. Financial planning services include broad-based plans and targeted advice on specific areas of concern. The firm may recommend third-party advisors for retirement planning.
Fee Structure
Financial Strategies Group's fees for managing your investments generally range from 0.50% to 2.00% per year of the value of your portfolio. The fees are negotiable and may be higher or lower based on factors like the size of the account and complexity of assets. Fees are paid quarterly, in advance, with adjustments for large deposits or withdrawals. Some clients may elect to pay a flat annual fee between $1,000 and $100,000, paid quarterly in advance.