Strategic Financial Alliance offers professional investment management, comprehensive personal financial planning, and financial consulting services. Founded in 2000 and based in Maine and Massachusetts, the firm designs and manages custom investment portfolios using stocks, bonds, exchange-traded funds, mutual funds, and alternative investments tailored to each client's risk tolerance and long-term goals. In addition to managing investments, Strategic Financial Alliance provides holistic personal financial planning covering estate planning, tax planning, insurance analysis, cash flow management, budgeting, and college funding. The firm also provides hourly financial consulting and tax compliance services.
Fee Structure
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 negotiable depending on portfolio structure and work performed.