Strategic Foresight Investments manages investment portfolios and provides financial consulting for individuals, high-net-worth clients, trusts, estates, and businesses. Strategic Foresight Investments builds customized portfolios using a mix of individual stocks, mutual funds, exchange-traded funds, closed-end funds, and options, often employing a growth-at-a-reasonable-price strategy informed by economic and social trends. For smaller accounts that do not meet the minimum investment requirement, Strategic Foresight Investments offers project-based consulting on topics such as retirement planning, portfolio construction, and asset allocation. Strategic Foresight Investments operates as a registered investment advisor and acts in your best interest as a fiduciary.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Fees may be negotiable at the sole discretion of Strategic Foresight Investments.