Strauss Financial Group is an independent registered investment advisor based in Hoover, Alabama. The firm provides a wide range of services including investment management, comprehensive financial, retirement, and estate planning, small business succession consulting, and family office-style services. Strauss Financial Group tailors its investment portfolios to each client's specific goals, risk tolerance, and time horizon using a custom consultative process. The firm manages assets on a discretionary basis, utilizing a mix of individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. In addition to investment management, clients can engage the firm for standalone or modular financial planning, hourly consulting, and estate coordination services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for assets above $5,000,000 are negotiable. The firm also offers alternative wealth advisory schedules ranging from 0.20% to 0.45% for larger accounts.