Financial Strategies, LLC offers financial planning and investment management services. Elizabeth Hafkin Pleck, a Certified Financial Planner, owns the firm. Financial Strategies manages investments and provides advice on an hourly basis or through comprehensive financial plans. The firm does not participate in wrap fee programs and is compensated solely by client fees.
Assets Under Management$14M
Clients5
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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