Streamline Financial Strategies LTD (SFS) offers investment advice tailored to clients' needs and goals. SFS may recommend how to allocate assets among various investments like stocks, bonds, and mutual funds. SFS may also recommend a third-party money manager to manage client assets. SFS provides discretionary investment advisory services through managed account programs.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 0.75% |
For clients utilizing a Sub-Advisor for asset management services, the fee stated above will include the Sub-Advisor’s fee. Fees are charged monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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