Strivus Wealth Partners is an independent registered investment advisor located in Jacksonville Beach, Florida. Strivus Wealth Partners offers personalized financial planning and wealth management services, including ongoing financial planning, portfolio planning and management, and project-based financial planning. The firm builds customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and other securities, tailored to each client's specific objectives, risk tolerance, and tax considerations. Strivus Wealth Partners serves individuals, high-net-worth individuals, families, businesses, trusts, estates, and retirement plans, with a minimum investment requirement of $100,000.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.95% |
| $7.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable at the adviser's discretion. Household accounts may be aggregated to determine fee breakpoints and meet account minimums.
