Strategic Advisory Partners (SAP) manages investment portfolios based on clients' individual needs and goals. SAP also offers financial planning services, including cash flow and debt management, college savings, retirement planning, and estate planning review. SAP uses a third-party platform, Pontera, to manage held-away assets. Clients work with SAP to determine risk tolerance and investment needs.
Assets Under Management$120M
Clients285
Advisors4
Avg. per Client$440K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are negotiable. For combined household assets below $250,000, there will be a $4 per account charge each month.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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