Strada Financial Group offers portfolio management based on individual client goals, financial planning, and consultations on private investments. Investment strategies include stocks, bonds, mutual funds, and exchange-traded funds. Financial planning covers estate, income tax, charitable giving, cash flow, wealth transfer, and family legacy objectives. Strada may recommend unaffiliated investment managers through SEI Private Trust Company.
Assets Under Management$130M
Clients206
Advisors2
Avg. per Client$610K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees may be negotiable for existing clients. Independent manager fees range from 0.03% to 1.50% and are separate from Strada's advisory fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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