Strong Investment Management (SIM) offers investment management and financial planning services. SIM analyzes each client's situation and provides ongoing portfolio management services based on their goals, time horizon, and risk tolerance. SIM offers both discretionary and non-discretionary asset management. Financial planning services cover investments, retirement, insurance, college planning, and more. Other professionals are engaged directly by the client as needed.
Assets Under Management$96M
Clients384
Advisors3
Avg. per Client$250K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees listed are for equity portfolios. Non-equity portfolios have slightly lower fees: Up to $500,000: 0.90%, $500,001 - $1,000,000: 0.80%, $1,000,001 - $3,000,000: 0.65%, Above $3,000,000: 0.45%. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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