Measured Strategies manages investment portfolios and offers financial planning and tax preparation services for individuals and high-net-worth clients. Measured Strategies tailors investment strategies based on each client's specific goals, risk tolerance, and time horizon through an individualized Investment Policy Statement. The firm builds portfolios using mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity, exchange-traded funds, commodities, and other alternative investments. Measured Strategies offers three primary portfolio asset allocation strategies—fixed income focused, mixed allocation, and equity focused—with fee schedules varying by strategy and asset level. In addition to investment management, Measured Strategies provides project-based financial planning, hourly consulting, and tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Rates shown are for Equity Focused Portfolios. Other strategies have lower rates: Mixed Allocation ranges from 0.19% to 1.13%, and Fixed Income Focused ranges from 0.10% to 0.60%.