Strategic Foresight Investments (StratFI) offers investment advice to individuals, high net-worth individuals, trusts, estates, and businesses. StratFI creates customized investment strategies based on client goals, risk tolerance, and financial situations. StratFI uses a multi-cap GARP (growth at a reasonable price) discipline for individual stock portfolios, incorporating strategic foresight, fundamental accounting analysis, and technical sentiment indicators. StratFI also offers consulting services for clients who do not meet the minimum asset requirements.
Assets Under Management$120M
Clients87
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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