Strategic Finance & Management (SFM) offers investment management and financial planning services to individuals and businesses. SFM's services are tailored to the client's objectives and risk tolerance, determined through a questionnaire and ongoing reviews. SFM may partner with Investment Adviser Representatives to provide these services. If SFM cannot provide a service, they may direct the client to another advisor, but the client makes the final decision.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Advisory fees may be waived or offset if SFM receives compensation on the purchase, sale, exchange, conversion and, otherwise, trade of assets held in the client's account that are equal or greater than the annual advisory fee. Our advisory fee is negotiable, depending on individual client circumstances.