Strada Wealth Management offers financial planning, investment management, and specialized marital matters planning. The firm is led by Jennifer Rebecca Failla and is based in Austin, Texas. For financial planning, clients work through an initial plan covering cash flow, savings, debt payoff, and investment reviews. Clients with a liquid net worth of $2,000,000 or more can transition to the investment management program, which incorporates comprehensive planning alongside institutional portfolio management. Strada Wealth Management also assists clients with marital transitions such as prenuptial agreements, settlement negotiations, and family mediation. The firm utilizes fundamental, technical, and charting analysis, and invests in a range of securities including mutual funds, exchange-traded funds, equities, bonds, real estate, and options.
Fee Structure
Strada Wealth Management charges a flat annual fee for its investment management program, based on your household liquid net worth. Fees are billed quarterly in arrears:
- $2,000,000 to $3,500,000 — $15,000 per year
- $3,500,001 to $5,000,000 — $17,000 per year
- $5,000,001 to $7,500,000 — $20,000 per year
- $7,500,001 to $10,000,000 — $25,000 per year
- $10,000,001 to $15,000,000 — $30,000 per year
- $15,000,001 and above — $45,000 per year
These fees are negotiable and are on top of any third-party custodian or brokerage fees.
