Strategic Investments & Insurance provides ongoing investment management and refers clients to third-party money managers. They monitor client accounts and provide advice on investments. Strategic Investments & Insurance will gather information to determine your financial situation and investment objectives. You can place reasonable restrictions on your account. They may also sell insurance products, creating a potential conflict of interest.
Assets Under Management$13M
Clients26
Advisors1
Avg. per Client$490K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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. The annual fee for asset management services provided under the Sub Advisory services will also range up to a maximum of 2.00%. The sub-advisor will retain up to 30% of the fees charged and Strategic Investments & Insurance will receive the remainder of the advisory fees charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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