StrongBox Wealth offers investment management and financial planning services to individuals and other clients. The firm creates tailored investment strategies and continuously monitors client accounts, making adjustments as needed. StrongBox Wealth may utilize separately managed accounts or sub-advisory services. The firm also provides standalone financial planning and consulting services covering various areas such as retirement, estate, and tax planning.
Fee Structure
StrongBox Wealth offers investment management and comprehensive wealth management services. The maximum annual fee for investment management is 1.25% of your portfolio. For comprehensive wealth management, which includes both investment management and financial planning, the maximum annual fee is 1.50% of your portfolio. Fees are negotiable and are typically billed quarterly in advance, with adjustments for large deposits or withdrawals. In some cases, fees are billed quarterly in arrears. A technology platform fee of 0.02% per account is also charged.