Strategic Probability Partners (SPP) provides investment management and planning services. SPP manages client investment portfolios, generally on a discretionary basis, within a pre-established investment policy. SPP primarily allocates client assets among exchange-traded funds (ETFs), index funds, mutual funds, and individual debt securities. SPP also offers sub-advisory services to other investment management firms.
Assets Under Management$130M
Clients9
Advisors1
Avg. per Client$14M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$37,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.00% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
SPP may negotiate a different fee rate for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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