Strategic Income Group offers investment advisory services including portfolio management, financial planning, estate planning referrals, newsletters, and educational seminars. For portfolio management, they create tailored portfolios using various securities, continuously monitoring and rebalancing them. Financial planning services are offered on a one-time or ongoing basis, covering areas like investment programs, wills, insurance, retirement savings, and education or charitable giving programs. Clients engaged in portfolio management are required to also engage the firm for financial planning services.
Assets Under Management$360M
Clients368
Advisors5
Avg. per Client$980K
Avg. per Advisor$72M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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