Strategic Investments & Insurance is a registered investment advisor based in Boca Raton, Florida, offering asset management and investment advisory services to individuals, high net worth individuals, and pension and profit-sharing plans. Led by President and owner David M. Whitman, Strategic Investments & Insurance provides continuous monitoring and supervision of client accounts, utilizing both direct management and relationships with third-party money managers and sub-advisors. The firm focuses on fundamental and technical analysis, employing long-term purchases, value investing, and tactical or strategic asset allocation. In addition to investment services, representatives of Strategic Investments & Insurance may act as independent insurance agents, offering life insurance, annuities, and disability products for commissions. The firm emphasizes individualized service, allowing clients to place reasonable restrictions on their portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on client type, complexity, asset composition, and total assets managed.