Assets Under Management
$240.0M
Number of Clients
226
Number of Advisors
3
Average Client AUM
$1.1M
AUM per Advisor
$80.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Strauss Financial Group offers financial planning, consulting, wealth management, and investment management services. Services are provided on a fee basis, including hourly, fixed, or AUM-based fees. They provide custom financial plans, wealth advisory services, and investment management tailored to individual client needs. They also offer estate services and utilize Trust & Will for estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000. Using the previous tier's fee percentage for the negotiable tier.
1800 International Park Drive, Suite 190, Hoover, AL, 35243