Assets Under Management
$297.4M
Number of Clients
133
Number of Advisors
4
Average Client AUM
$2.2M
AUM per Advisor
$74.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Strategent Financial, founded in 2008, offers wealth management combining portfolio management and financial consulting. It also provides financial planning to non-wealth management clients. The firm is fee-only and does not accept commissions. Strategent manages accounts on a discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
185 Neff Avenue, Suite 102, Harrisonburg, VA, 22801