Stratis Capital offers tailored portfolio management and asset allocation services. They gather information about your financial situation, objectives, and risk tolerance to determine investment goals. Stratis Capital manages investment accounts on a discretionary basis, selecting and monitoring investment managers and their sub-advisers. They may also offer non-discretionary portfolio management services where client approval is needed before executing any transactions.
Fee Structure
Stratis Capital's annual fee for managing your investments ranges from 0.25% to 2.0% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, travel, and the level of administration requested. The fee is billed quarterly, based on the portfolio balance at the end of the billing period. The advisory fee is negotiable.