Structured Investment Advisors, LLC provides investment advice and portfolio management services to clients based on their individual needs and goals. Services include investment supervisory services, model portfolio management, asset allocation services, pension consulting, and general consulting. Structured Investment Advisors manages accounts on a discretionary basis and creates portfolios using mutual funds. The firm also offers consulting services on various financial topics.
Assets Under Management$91M
Clients357
Advisors1
Avg. per Client$250K
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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