StrategicPoint Investment Advisors (SPIA) manages investment portfolios and offers financial planning to individuals, high net worth individuals, and retirement plan sponsors. SPIA creates personalized portfolios based on client goals and risk tolerance, providing ongoing monitoring and rebalancing. SPIA also offers financial planning services on a stand-alone basis, covering areas like retirement projections, insurance review, and college funding.
Assets Under Management$810M
Clients706
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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