Strategic Investment Planning provides customized investment services, working with clients to develop their investment goals and risk tolerance. The firm creates portfolios primarily composed of no-load mutual funds and exchange-traded funds, but may also use individual stocks, bonds, and other investments. Strategic Investment Planning also refers clients to other registered investment advisors. The firm does not sell financial products.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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