Strategic Portfolio Managers offers ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates personalized investment policy statements and handles asset allocation, security selection, and regular monitoring. In addition to managing individual accounts, Strategic Portfolio Managers provides consulting services for qualified retirement plans under federal retirement plan rules. The firm specializes in working with individuals, high-net-worth clients, and pension plans. Advisors at Strategic Portfolio Managers use quantitative analysis, technical analysis, and economic research to build diversified portfolios consisting of stocks, bonds, mutual funds, and exchange-traded funds. While investment management is the primary service, the firm also provides basic financial planning, cash flow modeling, and retirement planning guidance at no extra cost.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable.