S & A Financial Strategies and Services provides financial planning and investment management services. The firm focuses on planning, informed decision-making, and diversified investment portfolios using low-expense mutual funds and exchange-traded funds. S & A Financial Strategies and Services monitors investments and provides ongoing financial advice. Investment accounts are held at Altruist. All investment adjustments are discussed with the client beforehand and require their written authorization.
Assets Under Management$16M
Clients39
Advisors2
Avg. per Client$420K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The advisor may charge a reduced annual fee and/or waive the $400,000 minimum requirement based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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