Strivent Financial, LLC offers personalized investment management and financial planning services to individuals and families. Founded in 2018 and based in Mission Viejo, California, the firm builds customized investment portfolios using passive strategies like index funds and exchange-traded funds, focusing on fundamental analysis and long-term planning. Strivent Financial provides comprehensive financial planning that covers retirement, cash flow and debt management, college savings, employee benefits optimization, estate planning, risk management, and tax planning strategies. Clients can choose between ongoing comprehensive financial planning with investment management, project-based financial planning, or hourly consulting. The firm operates as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Portfolios under $500,000 have their investment management included in the comprehensive financial planning fee. The first tier between $500,001 and $1,000,000 is typically 1.00% but can range up to 1.50% based on complexity. Fees are negotiable.
