Strickland Davis Advisors creates investment policy statements based on a client's financial situation, goals, and risk tolerance. They manage portfolios directly, using various investments like stocks, bonds, mutual funds, and ETFs. They also offer retirement plan consulting services, sometimes partnering with Savant Wealth Management. Strickland Davis Advisors provides ongoing investment supervision, including preparing investment policy statements, reviewing risk profiles, and monitoring performance.
Assets Under Management$120M
Clients80
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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