Strategent Financial offers wealth management, which includes investment portfolio management and financial consulting on topics like financial planning, tax efficiency, charitable giving, and estate considerations. Strategent also provides financial planning services to clients who are not wealth management clients, covering areas like education planning, retirement planning, and insurance analysis. Strategent is a fee-only firm and does not accept commissions.
Assets Under Management$300M
Clients133
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$800K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Minimum annual wealth management fee is $10,000. Fees may be negotiable in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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