Measured Strategies offers ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Tax preparation services are also available for a separate fee.
Assets Under Management$24M
Clients12
Advisors2
Avg. per Client$2M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Measured Strategies manages your investment portfolio for a fee based on the types of assets in your portfolio. The fee is calculated daily and deducted monthly. There are three portfolio asset allocation strategies, each with its own fee schedule:
- Fixed Income Focused Portfolio:
- $0 - $500,000: 0.60%
- $500,001 - $1,000,000: 0.40%
- $1,000,001 - $2,000,000: 0.30%
- $2,000,001 - $5,000,000: 0.20%
- Above $5,000,000: 0.10%
- Mixed Allocation Portfolio:
- $0 - $500,000: 1.13%
- $500,001 - $1,000,000: 0.75%
- $1,000,001 - $2,000,000: 0.56%
- $2,000,001 - $5,000,000: 0.38%
- Above $5,000,000: 0.19%
- Equity Focused Portfolio:
- $0 - $500,000: 1.50%
- $500,001 - $1,000,000: 1.00%
- $1,000,001 - $2,000,000: 0.75%
- $2,000,001 - $5,000,000: 0.50%
- Above $5,000,000: 0.25%
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