Assets Under Management
$103.3M
Number of Clients
255
Number of Advisors
4
Average Client AUM
$405K
AUM per Advisor
$25.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Strategic Advisory Partners, LLC provides investment management services through wrap fee programs. They create and manage portfolios based on clients' individual needs, goals, and risk tolerance. They use fundamental and technical analysis, and may employ passive and active investment strategies.
| Assets Under Management | 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% |
The annual fees are negotiable.
3817 Lawndale Drive, Suite D1, Greensboro, NC, 27455