Stroud Investment Consulting offers investment management and financial planning services to individuals, families, and business owners. Stroud helps clients with investment advice, financial goals, retirement planning, and other financial objectives. Stroud may recommend third-party money managers through Schwab programs. Financial planning is included with investment management services at no additional fee.
Assets Under Management$55M
Clients29
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$55M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees may be negotiated, lowered, or waived for family, friends, or based upon the complexity level of the client situation. In cases where Halo is utilized for annuities, the fee for services is outlined in the Advisory Agreement, not to exceed 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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