Stringer Asset Management provides investment management services through model portfolios on a sub-advisory basis and through a registered investment company, the Stringer Tactical Adaptive Risk Fund. They manage investments for institutional and private investors through separate accounts, primarily using exchange-traded funds (ETFs). They may also use individual debt and equity securities. Stringer Asset Management also offers investment advice through wrap fee programs.
Assets Under Management$42M
Clients58
Advisors5
Avg. per Client$730K
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Stringer Asset Management charges an annual fee based on a percentage of the market value of the assets they manage. The annual fee varies between 0.25% and 1.00%, depending on the value of your portfolio and the services provided. Fees are charged quarterly, in advance.
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