STRIDE Investments provides investment management services tailored to each client's situation. They offer both discretionary and non-discretionary asset management. STRIDE Investments also provides services to retirement plans, acting as a limited scope fiduciary. They may use sub-advisors to manage client portfolios. STRIDE Investments is affiliated with STRIDE Financial, which offers financial planning, consulting, and insurance services. Clients of STRIDE Investments can also be clients of STRIDE Financial.
Assets Under Management$200M
Clients579
Advisors3
Avg. per Client$340K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. STRIDE Investments may also utilize the services of sub-advisors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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