Stravolo Wealth Management manages specific investment vehicles like ProFunds Mutual Funds and certain annuities for clients seeking growth. They use a tactical approach based on style rotation, sector rotation, fundamental analysis, market trends, and opportunistic trading. The firm aims to provide clients with a brochure at least 48 hours before signing an agreement, allowing termination without penalty within 5 business days.
Fee Structure
Stravolo Wealth Management does not currently charge advisory fees for managing specific investment vehicles. Instead, the registered representative receives commissions and/or trail commissions from the purchase of these products. Clients may pay custodial, account maintenance, and transaction fees, but Stravolo Wealth Management does not receive any portion of these fees.