Strong Retirement Solutions provides investment advisory services, including reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also offer financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial decision-making. Investment advice is tailored to meet client needs and objectives. SRS may recommend a third-party money manager to manage client assets.
Assets Under Management$160M
Clients343
Advisors5
Avg. per Client$450K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees are a maximum of 2.00%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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