Strategia Investments, LLC offers portfolio management services for individuals and institutions, focusing solely on US stocks. They use fundamental analysis to find undervalued companies and propose investments to clients, who must approve all trades. Strategia Investments manages a single diversified portfolio for all clients, aiming to outperform the Russell 2000 index. They assess potential clients to ensure suitability for a buy-and-hold investment strategy.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fixed annual fee of 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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