Strategic Investment Solutions (SIS) provides investment advice and manages portfolios for individuals, high net worth individuals, and retirement plans. SIS creates personalized investment plans based on each client's goals, risk tolerance, and time horizon. SIS manages accounts on a discretionary basis, meaning they can make trades without asking you first. SIS uses model portfolios and may recommend investments from Dimensional Fund Advisors (DFA).
Assets Under Management$830M
Clients2,695
Advisors9
Avg. per Client$310K
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee is 1.50%. The fee can be lowered based on the advisor’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...