Strategic Income Advisors (SIA) offers investment management to individuals. SIA uses a proprietary market timing strategy to manage investments, primarily in mutual funds. SIA does not tailor its services to individual clients and clients cannot impose restrictions on investments. SIA does not take custody of client funds, which are held in brokerage or pension accounts.
Assets Under Management$40M
Clients95
Advisors1
Avg. per Client$420K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Strategic Income Advisors receives a 0.25% shareholder serving fee from Guggenheim Investments for responding to investor inquiries and providing information about their investments. This is a conflict of interest.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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