Able & Strong Advisors manages investment portfolios and provides retirement income planning for individuals, institutions, endowments, and pension plans. Able & Strong Advisors uses a proprietary investment strategy called Path Management, which shifts portfolio exposure across different asset classes based on economic conditions and market cycles. Clients can choose from six different portfolio constructions tailored to their risk tolerance, ranging from all-equity growth portfolios to conservative income portfolios. Able & Strong Advisors also offers retirement income and drawdown planning to help clients build personalized strategies for withdrawing savings during retirement. Investment management services can be hired on a standalone basis or bundled with financial planning, with fees varying based on the chosen portfolio and service level.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rates vary by portfolio strategy from 0.35% to 1.00% for investment management only, and 0.50% to 1.15% when bundled with financial planning. Fees are negotiable.