Strategic Financial Inc. provides ongoing investment management based on individual client goals and risk tolerance. They create investment policy statements to guide asset allocation and selection. Strategic Financial also offers financial planning services, including investment planning, insurance, tax, retirement, college, and debt/credit planning. Clients may impose restrictions on investments, but Strategic Financial reserves the right to end the relationship if restrictions hinder service.
Assets Under Management$35M
Clients274
Advisors1
Avg. per Client$130K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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