Team Financial Strategies provides continuous investment management and personalized financial planning for individuals, high-net-worth clients, businesses, trusts, and estates. Team Financial Strategies builds and monitors customized portfolios based on client risk tolerances using a mix of individual securities, mutual funds, and exchange-traded funds. In addition to managing separate accounts, Team Financial Strategies offers wealth management, wealth planning, and retirement plan consulting for plan sponsors. The firm operates on a fee-only basis, meaning Team Financial Strategies does not accept commissions for selling products like insurance or mutual funds. Initial meetings to discuss potential engagements are provided free of charge.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Team Financial Strategies may charge a lesser management fee or reduce the minimum fee at its sole discretion. Account values of family members in the same household may be combined to determine breakpoints.