Strategic Financial LLC is a registered investment advisor based in Birmingham, Alabama, founded and wholly owned by Brett Sheedy. The firm provides personalized investment management and financial planning consulting services tailored to individual needs and risk tolerances. Strategic Financial creates investment strategies using asset allocation, dollar-cost averaging, technical analysis, and long-term or short-term purchases, and can also recommend third-party money managers. Clients' accounts are held at independent custodians such as Charles Schwab & Co. In addition to investment advisory services, Brett Sheedy operates separate businesses providing tax, legal, and insurance services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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