Strategic Income Advisors (Strategic IA) offers portfolio management services for various clients, including high net-worth individuals, families, pensions, IRAs, corporations, foundations, and endowments. Strategic IA manages domestic equity and fixed-income accounts. Strategic IA also provides investment analysis and opinions on individual securities.
Assets Under Management$20M
Clients6
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fees are negotiable. Clients whose assets are invested in ETFs, ETNs, Mutual Funds, and Money Market Accounts are, in effect, paying two advisory fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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