Strategic Investment Management (SIM) provides investment advice and manages investment portfolios for individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. SIM specializes in active asset management and also advises on mortgages, real estate, insurance, tax planning, estate planning, retirement consulting, and education. SIM makes investment decisions for your portfolio without asking you in advance.
Assets Under Management$32M
Clients147
Advisors2
Avg. per Client$220K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Investment advisory fee is negotiable at SIM's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...