Strategic Portfolio Solutions is an independent investment advisory firm based in Dallas, Texas, owned by Robert A. Aikey. The firm offers comprehensive financial services including asset management, financial planning, consulting, and specialized divorce planning. For asset management, Strategic Portfolio Solutions builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and options, with ongoing weekly monitoring and rebalancing. The firm also manages accounts held away from the primary custodian, such as 401(k) accounts, using technology platforms. In addition to direct portfolio management, Strategic Portfolio Solutions provides financial planning covering retirement, estate, tax, and insurance needs, as well as specialized financial analysis for divorce proceedings. The firm works primarily with individuals, high-net-worth individuals, trusts, estates, and retirement plans, emphasizing a fiduciary commitment to act in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are generally not negotiable and are billed monthly in advance.