Assets Under Management
$32.1M
Number of Clients
147
Number of Advisors
2
Average Client AUM
$218K
AUM per Advisor
$16.0M
Compensation
Fee-Only (AUM)
Strategic Investment Management offers discretionary managed account services tailored to individual needs. They specialize in active asset management and advise on mortgages, real estate, insurance, tax planning, estate planning, retirement consulting, and education. They use fundamental analysis and long/short-term strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Investment advisory fee is negotiable at our sole discretion.
9600 North Mopac, Suite 600, Austin, TX, 78759