Strategic Financial Services provides tailored financial planning and investment management services to individuals, families, institutions, corporations, and employer retirement plans. Strategic offers different service tiers, including Strategic Gold and Platinum Programs for clients with at least $500,000 in investable assets, and the Strategic Blue Program for individuals with less than $500,000. Strategic also provides specialized advisory services to institutional clients and employer-sponsored retirement plans.
Assets Under Management$2.3B
Clients1,277
Advisors26
Avg. per Client$1.8M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Strategic may negotiate alternative pricing schedules based on client circumstances. Some legacy clients may have grandfathered pricing schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
26 Advisors at this firm
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