Strategic Advisory Services provides investment management and financial planning services. Investment management is offered on a discretionary, fee-based basis, tailored to individual client needs. The firm also offers access to third-party portfolio managers and institutional money managers. Strategic Advisory Services' investment advice covers mutual funds, exchange-traded funds, real estate investment trusts, equities, and fixed income securities.
Fee Structure
Strategic Advisory Services charges an annual fee based on the value of your portfolio. The exact fee is negotiable and depends on the complexity of your account.
The fee covers quarterly performance reports, monthly newsletters, insurance analysis, portfolio analysis, client workshops, wealth transfers, market updates, defined contribution asset allocation, and client reviews. Transaction fees may also apply, depending on the account type.