Strategic Financial offers financial planning, consulting, and investment management services. They work with clients to understand their risk tolerance, time horizon, and financial goals. Strategic Financial primarily invests client assets in mutual funds, index funds, and exchange-traded funds (ETFs), and to a lesser extent in individual stocks and bonds. They also provide advice on investments held in variable life/annuity products, employer-sponsored retirement plans, and 529 plans.
Assets Under Management$62M
Clients198
Advisors2
Avg. per Client$310K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Strategic Financial charges an annual fee based on a percentage of the value of your investments. The annual fee varies between 1.00% and 1.50%, depending on the amount of assets managed and the type of investment management services provided.
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