Strava Financial offers investment management and financial planning services to individuals. Strava Financial works with clients to understand their financial situation, goals, and risk tolerance. The firm then creates an investment approach using stocks, bonds, ETFs, and other securities. Strava Financial also offers standalone financial planning and consulting services covering retirement, estate, tax, and education planning.
Assets Under Management$71M
Clients65
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$2K
Planning is included in investment management (also available separately)
Strava Financial offers investment management as part of its Comprehensive Portfolio Management service. The annual fee will not exceed 1.25% of the value of your account. Fees are billed quarterly in advance. Strava Financial does not offer direct invoicing.
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