Assets Under Management
$279.9M
Number of Clients
992
Number of Advisors
11
Average Client AUM
$282K
AUM per Advisor
$25.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Strategy Financial Services offers financial consulting and discretionary investment management. They specialize in conservative investing with a focus on income planning and risk management. Investment management is sub-advised by AE Wealth Management. They may recommend fixed annuities, which are commission-based.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $3.0M | 1.55% |
| $3M+ | 1.30% |
Fees are not tiered. The total fee charged changes when clients cross the fee threshold(s). Fees are negotiable.
7010 E Chauncey Lane, #130, Phoenix, AZ, 85054