Strong Tower Advisory Services
Assets Under Management
$654.5M
Number of Clients
302
Number of Advisors
4
Avg. Portfolio per Client
$2.2M
Avg. Managed per Advisor
$163.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Strong Tower Advisory Services (STAS) offers personalized investment management, financial planning, and financial consulting. STAS works with clients to determine their investment objectives and risk tolerance to develop a tailored strategy. STAS may also provide financial plans to help clients fund short-term and long-term goals. STAS also offers retirement plan advisory services.
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may be negotiable at STAS's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningCharitable GivingSpecial Needs PlanningDivorce Planning
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Location
333 South 7th Street Suite 2100, Minneapolis, MN, 55402