Strategic Advisors offers consulting services to retirement plan sponsors and investment committees. These services include education on establishing retirement plans, investment analysis of funds, enrollment meetings for plan participants, and educational support. The plan sponsor is responsible for selecting funds. Strategic Advisors no longer provides advisory services to individual wealth management clients.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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