Strategic Investment Advisors provides investment management to individuals, retirement accounts, and minor custodial accounts. They invest in passively managed indexed asset class funds, primarily using Dimensional Fund Advisors (DFA). Clients make the final investment decisions and maintain control of their assets. The firm does not sell commissioned products and is not affiliated with entities that do.
Assets Under Management$74M
Clients64
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees may be reduced by aggregating asset amounts in accounts from the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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