Strategy Financial Services offers investment management on a discretionary basis, allocating client assets based on their needs and risk tolerance. They use sub-advisors through AE Wealth Management. Strategy Financial also provides financial consulting services, including advice on securities investments, tax planning, insurance, retirement, and estate planning. They focus on conservative investing with income planning and risk management.
Assets Under Management$280M
Clients992
Advisors9
Avg. per Client$280K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Sub-advisor fees are an additional 0.30% annually. Fees are negotiable. Additional per account fees apply to client accounts using Direct Indexing models.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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