Assets Under Management
N/A
Number of Clients
120
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Strategic Financial Advisors Corporation offers comprehensive and modular financial planning services tailored to business owners, pre-retirees/retirees, and growing families. They cover areas like income tax, cash flow, investment, retirement, estate, and business planning. They do not manage client portfolios.
Ongoing financial planning fees vary based on net worth and the number of meetings per year (1, 2, or 3). For example, a growing family with $400,000 net worth pays $1,500/year for one meeting.
Initial financial planning fees vary based on net worth and client type (business owners, pre-retirees/retirees, growing families). For example, a client approaching retirement with a net worth of $1,000,000 would be charged an initial fee of $2,975.
1300 Rte 73, Suite 110, Mount Laurel, NJ, 08054