Styra Wealth Management offers ongoing financial planning, wealth management (including investment management), project-based financial planning, and hourly financial planning. The firm works with clients to develop and monitor financial plans, manage investments, and address specific financial issues. Styra Wealth Management also provides consulting services to CPA firms.
Assets Under Management$350K
Clients5
Advisors1
Avg. per Client$69K
Avg. per Advisor$350K
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable. Minimum annual fee of $4,800 applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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