Strategic Investment Management is a registered investment advisor specializing in active portfolio management. Strategic Investment Management builds customized investment portfolios tailored to each client's specific risk tolerance, time horizon, and financial goals. Beyond managing investments, the firm provides guidance on related financial matters such as mortgages, real estate, insurance, tax planning, estate planning, retirement consulting, and education funding. Strategic Investment Management operates on a fee-only basis, meaning the firm does not accept commissions for selling financial products, and uses independent custodians to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable at the firm's discretion based on factors such as asset amount, portfolio composition, and scope of services. Minimum household size is $50,000 with a minimum quarterly household fee of $187.50.