Strathmore Capital provides portfolio management and retirement plan consulting. For clients needing it, Strathmore Capital includes ongoing financial planning advice with its portfolio management services. This advice covers various aspects of the client’s personal wealth and is customized to meet individual needs. Strathmore Capital also offers personal tax return preparation and consulting services for a separate fee.
Assets Under Management$810M
Clients501
Advisors11
Avg. per Client$1.6M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees negotiable. For endowments and participant-directed qualified retirement plans: - First $2.5 million: 0.80% - Next $2.5 million: 0.40% - Next $5 million: 0.30% - Balance above $10 million: 0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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