Strategic Investment Solutions offers financial planning to assess your financial situation and portfolio advisory services to manage your investments. Financial planning covers topics like retirement, taxes, insurance, and estate planning. For investment management, Strategic Investment Solutions uses SEI Investments Company's platforms, offering various strategies based on your risk tolerance and goals. Clients can impose restrictions on certain securities, depending on the investment program.
Assets Under Management$4.2M
Clients21
Advisors1
Avg. per Client$200K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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