Strubel Investment Management (SIM) offers investment management services where they manage your investments for a fee based on the value of your portfolio. They also offer consulting services for an hourly fee. SIM creates customized portfolios using low-cost index ETFs, index funds, and individual stocks and bonds. They also offer an individual stock portfolio. Clients can place restrictions on the types of investments SIM can make.
Assets Under Management$45M
Clients72
Advisors1
Avg. per Client$630K
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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