Strong Tower Financial Group

Fee-Only (% of Portfolio)Fixed/Hourly

Strong Tower Financial Group manages investment portfolios and provides personalized financial planning for individuals, high-net-worth individuals, and small businesses. The firm offers guidance on cash flow, debt management, retirement planning, estate planning, charitable giving, education funding, and tax strategies. Strong Tower Financial Group uses a blend of active and passive investment strategies, including index funds, exchange-traded funds, and individual stocks and bonds, structured around Modern Portfolio Theory. The firm operates primarily in Washington and is led by Managing Principal Shane Veitenheimer.

Assets Under Management$0

ClientsN/A

Advisors1

Avg. per ClientN/A

Avg. per Advisor$0

www.strongtowerfg.com

Fee Structure

Minimum Investment:None

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $500K	1.25%
$500K - $2.0M	1.00%
$2M+	0.75%

Fees are discounted for clients previously worked with at a prior firm, as well as firm associates and their family members.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

View Full SEC Brochure

Location

1 Advisors at this firm

Shane Veitenheimer

Guides: What is Form ADV? The Foundation of Advisor Transparency·How to Read an Advisor's Disclosure Record·How Much Does a Financial Advisor Actually Cost? An Analysis of 10,000+ Fee Disclosures