Strata Wealth Advisors offers investment management and financial planning services to individuals and other clients. They work to understand client goals and risk tolerance. Strata provides both discretionary and non-discretionary investment advisory services. They recommend allocating assets among stocks, bonds, mutual funds, ETFs, and alternative investments. They also offer financial planning and consulting services covering various areas like retirement, estate, and tax planning.
Fee Structure
Strata Wealth Advisors charges a percentage of the market value of your investments, ranging from 0.30% to 1.25% annually. The exact fee depends on the amount of your assets under management. Fees are calculated quarterly, in advance, based on the market value of your investments on the last business day of the previous quarter.
Strata offers two service models under the Comprehensive Advisory Agreement: Enhanced Financial Planning Services with a minimum annual fee of $15,000, and Essential Wealth Management Services with a minimum annual fee of $3,000. If you are subject to an annual minimum fee, you may pay a higher percentage fee than outlined in the agreement.