Strategic Finance Inc. offers investment advice and financial services to individuals and high net worth individuals. Services include reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. The firm also provides ongoing consulting services regarding managed and held-away assets. Investment advice is tailored to meet client needs and investment objectives.
Assets Under Management$3.7M
Clients8
Advisors1
Avg. per Client$460K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...