Strava Financial offers comprehensive portfolio management and standalone financial planning and consulting services. Founded in 2019 and wholly owned by David L. Bryant, the firm creates personalized investment approaches using individual stocks, bonds, exchange-traded funds, options, and mutual funds, while providing ongoing portfolio monitoring and rebalancing. For financial planning, Strava Financial assists clients with retirement planning, estate planning, charitable giving, education planning, tax planning, real estate analysis, debt analysis, and insurance evaluations. The firm serves individuals, high net worth individuals, trusts, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee is 1.25% of assets under management. Fees are negotiable and billed quarterly in advance.