Strategic Portfolio Solutions offers investment advice to individuals and other clients. Services include creating and managing investment portfolios, financial planning, and referring clients to other money managers. Financial planning covers investment, retirement, estate, tax, real estate, and insurance needs. The firm also offers divorce planning services.
Assets Under Management$140M
Clients188
Advisors5
Avg. per Client$720K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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