Strong Wealth Advisors offers financial planning and portfolio management services to individuals, businesses, and institutional clients. Financial planning is offered for a flat fee. Portfolio management is provided on a discretionary basis, using equities, fixed income, options, mutual funds, and exchange traded funds. Strong Wealth Advisors may also recommend private placement investments and referrals to third-party investment advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Qualified clients pay 2% of assets plus 20% of gains. Assets held in money market or other cash equivalent assets are charged at an annualized rate of 0.06%. All fees are subject to negotiation. Some states take the position that an annual fee of 2% or greater of assets under management is generally higher than the industry norm.