StreamSong Advisors provides financial planning, consulting, and investment management services. Financial planning covers business, retirement, cash flow, risk management, estate, charitable giving, reporting, distribution, investment, tax, and insurance planning. Investment management includes discretionary and non-discretionary portfolio management, allocating assets among equities, debt, ETFs, mutual funds, and independent investment managers. StreamSong also offers retirement plan consulting services to qualified employee benefit plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The schedule above applies to investment accounts with a balanced / growth objective and with an account size over $500,000. Accounts which are managed entirely for safety / income / liquidity and invested in all cash / fixed income assets will be charged a flat 0.25% annually. StreamSong may, in its sole discretion, elect to waive its minimum fee based upon certain criteria, including anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-existing client, account retention, and pro bono activities. If StreamSong waives the minimum account size, the client with a portfolio under $500,000 will be charged a negotiated fee as outlined in the agreement but will never exceed 2.50%.