Strong Financial Services provides financial planning and investment advice to individuals, high net-worth individuals, charities, businesses, and other organizations. Strong Financial also helps clients plan for retirement. Investment management services are offered on both a discretionary and non-discretionary basis. The firm also recommends third-party investment management platforms.
Assets Under Management$5.4M
Clients62
Advisors1
Avg. per Client$87K
Avg. per Advisor$5.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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