JT Stratford offers investment advice and financial planning to individuals, pension plans, charities, and corporations. JT Stratford's services include ongoing investment management, financial planning, and consulting. JT Stratford also offers model portfolios developed with third parties. As part of financial planning, JT Stratford has partnered with Wealth.com, a third-party technology provider, to offer clients access to a digital estate planning platform.
Assets Under Management$810M
Clients1,176
Advisors18
Avg. per Client$690K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.74% |
| $50.0M - $100.0M | 0.68% |
| $100M+ | 0.68% |
Aggregate account balances are used for fee breakpoint calculations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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