Strive Asset Management provides ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizons. The firm creates an Investment Policy Statement for each client to guide investment selection. Strive Asset Management generally invests in equities, ETFs, and REITs, and may recommend alternative investments when suitable. The firm requests authority to make trades without asking first.
Assets Under Management$4.1M
Clients3
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.80% |
| $250K - $500K | 0.70% |
| $500K+ | 0.50% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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