Strider Capital offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Strider Capital creates an Investment Policy Statement for each client, which outlines the client’s current situation. Strider Capital generally limits its investment advice to equities, although Strider Capital primarily recommends public equity. Strider Capital may use other securities as well to help diversify a portfolio when applicable.
Assets Under Management$53M
Clients11
Advisors3
Avg. per Client$4.8M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation in excess of the Russell 2000 Growth Index.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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