Strategic Financial Group manages custom investment portfolios and provides broad financial planning services tailored to individual goals. Strategic Financial Group helps clients navigate retirement planning, tax strategies, estate planning, cash flow management, insurance needs, and business consulting. The firm builds portfolios based on a personalized investment plan and works closely with clients to align their investments with their specific risk tolerance, time horizon, and financial objectives. Strategic Financial Group does not have a minimum account size requirement, making its services accessible to individuals and high-net-worth clients alike.
Assets Under Management$17M
Clients85
Advisors1
Avg. per Client$200K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee of 1.50% is negotiable and billed pro-rata monthly in advance.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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