StrongTower Wealth Management offers investment advice and financial planning to individuals, high-net-worth individuals, trusts, and charities. They manage investment portfolios through a wrap-fee program and provide financial planning services ranging from broad-based to single-subject planning. Their investment approach is based on modern portfolio theory with adjustments. They primarily advise on mutual funds, ETFs, and stocks.
Assets Under Management$110M
Clients312
Advisors5
Avg. per Client$350K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is up to 1.50% annually. There is a minimum monthly fee of $200, which may be waived or decreased at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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