Stryker Financial, led by Farzad Khoshnoodi, offers ongoing portfolio management services tailored to individual or business goals, objectives, time horizon, and risk tolerance. Stryker Financial creates investment policy statements based on each client’s current financial situation. Clients can choose between a 'New Family' plan or a 'Comprehensive' plan. Stryker Financial also offers financial planning covering retirement, investments, education funding, income tax, insurance, and estate planning.
Assets Under Management$13M
Clients68
Advisors1
Avg. per Client$190K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.8M | 0.85% |
| $1.8M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable. For assets held by Plan Provider chosen by the Employer of the client (Fidelity; Vanguard...) is 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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