Strategic Financial Alliance (SFA) offers investment advice, investment management, and comprehensive financial planning. Investment advisory involves reviewing existing investments and making recommendations. Investment management includes creating and managing a portfolio based on your risk tolerance and financial goals. Comprehensive financial planning covers estate, tax, and insurance planning, investment analysis, cash flow management, and college/life event funding. Client input is welcomed.
Assets Under Management$41M
Clients40
Advisors1
Avg. per Client$1M
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $2.5M | 0.90% |
| $2.5M+ | 0.75% |
Fees are deducted quarterly, in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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