Stratus Capital Management offers personalized investment management and financial planning services designed to help individuals and families achieve long-term financial security. Taking a holistic approach, Stratus Capital Management begins client relationships with a discovery meeting to understand lifestyle expectations, core values, and financial goals. From there, Stratus Capital Management designs customized, low-cost asset allocation strategies utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. Investment management can be provided directly or through an independent sub-advisor. In addition to portfolio management, Stratus Capital Management offers comprehensive financial planning covering cash flow, retirement income, risk management, and tax coordination. Through affiliated entities, clients can also access specialized consulting for legacy and estate planning, business valuations, and ownership structure decisions. Stratus Capital Management primarily serves individuals, families, and small business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.40% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are negotiable within each tier based on portfolio size and complexity.