Strategic Advocates (StratiCo) offers investment advice and portfolio management, tailoring strategies to individual client needs. They provide discretionary and non-discretionary portfolio management services. StratiCo also offers financial planning services, creating written plans to help clients manage income, assets, and liabilities. They may use third-party investment managers. Clients receive ongoing advice and plan updates.
Fee Structure
Strategic Advocates (StratiCo) charges an annual fee based on the value of your investments. This fee typically ranges from 1.00% to 2.00% of your portfolio's value. The exact fee is negotiable and will be outlined in your agreement. The fee is billed monthly or quarterly, either in advance or after the period, depending on your agreement.