Strata Wealth Advisors manages investment portfolios and provides financial planning for individuals, families, and businesses. Strata Wealth Advisors builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, while also monitoring account performance and rebalancing as needed. For financial planning, Strata Wealth Advisors covers retirement, taxes, estate planning, education, real estate analysis, and debt evaluation. Clients can choose between discretionary investment management, where Strata Wealth Advisors makes trades on their behalf, or non-discretionary services, where clients approve trades first. Strata Wealth Advisors also offers a cash management program and consulting services for retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard fee ranges from 0.30% to 1.25% based on assets under management. Comprehensive advisory clients are subject to annual minimum fees of $3,000 or $15,000 depending on the service model. Fees are negotiable.