Strickler Financial Group helps clients build, manage, and preserve their wealth. Strickler manages investment accounts, primarily using equities, ETFs, and mutual funds. They also offer financial planning services, including estate, insurance, business, retirement, investment, accumulation funding, tax, budget construction, and income funding analysis. Strickler uses Wealth.com to provide estate planning solutions. Financial planning services are offered on a subscription basis.
Fee Structure
Strickler Financial Group manages investments through a wrap fee program, which covers advisory services, trading, custody, and reporting for a single fee. The annual fee is a percentage of the value of your portfolio, not to exceed 1.75%. The specific fee is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Fees are billed monthly, based on the average daily balance of your account.