Strive Investment Management provides financial planning and portfolio management services. Financial planning covers cash flow, college funding, retirement, risk management, estate, and tax planning. Portfolio management is tailored to client objectives, risk tolerance, and constraints. Strive Investment Management manages investments on a discretionary basis.
Assets Under Management$5.1M
Clients41
Advisors1
Avg. per Client$120K
Avg. per Advisor$5.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. Strive Investment Management may aggregate accounts for the same individual as well as accounts within the same household for the benefit of discounting your asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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