MarketStrats offers investment management services tailored to individual client goals and risk tolerance. They create investment policy statements and may construct financial plans to aid in portfolio selection. MarketStrats also offers project-based financial planning services for clients who don't need ongoing support. As of May 7, 2025, MarketStrats no longer offers ongoing retainer-based financial planning as a standard engagement for new individual clients.
Assets Under Management$48M
Clients75
Advisors1
Avg. per Client$640K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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