Strive Financial Group (SFG) provides investment advice and financial planning to individuals, high-net-worth individuals, and businesses. SFG offers asset management services where they manage your investments based on your goals and risk tolerance. They also provide services to retirement plans. SFG offers financial planning and consulting services on topics such as retirement, taxes, and estate planning.
Assets Under Management$190M
Clients1,765
Advisors7
Avg. per Client$110K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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