Strong Wealth

Fee-Only (% of Portfolio)Fixed/Hourly

Strong Wealth offers financial planning and investment management services, specializing in incorporating bitcoin into long-term financial strategies. They work with individuals, families, and business owners, providing tailored advice based on their goals, risk tolerance, and time horizon. Services include bitcoin-centric financial planning, investment management, and education on custody and security practices. Strong Wealth manages investments on a discretionary basis.

Assets Under Management$10M
Clients46
Advisors2
Avg. per Client$220K
Avg. per Advisor$5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable based on the amount of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm