Strathmore Capital Advisors provides personalized portfolio management, retirement plan consulting, and ongoing financial planning services. Founded in 2005 and based in Charlotte, North Carolina, Strathmore Capital Advisors builds custom investment plans primarily utilizing mutual funds, exchange-traded funds, and passively managed core investments such as Dimensional Fund Advisors funds. When managing portfolios, Strathmore Capital Advisors integrates ongoing financial planning advice covering retirement goals, tax strategies, estate planning, and risk management at no separate fee. The firm typically works on a discretionary basis, meaning they make trades and adjustments on your behalf without needing prior approval for each individual transaction. Strathmore Capital Advisors serves individuals, trusts, corporations, charitable organizations, and endowments, with a preference for client relationships with at least $1,000,000 in investable assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable based on relationship complexity, asset size, and potential future business.