Stratus Advisory Group is an independent investment advisory and financial planning firm based in Highland, Michigan. The firm offers portfolio management, ongoing supervision of accounts, and financial planning covering retirement, taxes, risk management, estate planning, and education funding. Stratus Advisory Group tailors its services to individual client needs and can work with independent third-party money managers. The firm does not have a minimum investment requirement and operates as a registered investment advisor.
Assets Under Management$65M
Clients174
Advisors2
Avg. per Client$370K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable depending on the scope and complexity of the work.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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