Strada Wealth Management provides financial planning, investment management, and marital matters planning. Financial planning includes retirement and income cash flow analysis, spending analysis, and savings goal creation. Investment management incorporates financial planning and portfolio management. For clients with $2,000,000 or more, Strada offers an Investment Management Program utilizing institutional asset management. Jennifer Failla is also a Certified Divorce Financial Analyst, specializing in financial decisions around marital life transition matters.
Fee Structure
Strada Wealth Management offers an Investment Management Program for clients with at least $2,000,000 in household liquid net worth. The fees are flat and billed quarterly, based on the complexity of the estate:
- $2,000,000 - $3,500,000: $15,000 per year
- $3,500,001 - $5,000,000: $17,000 per year
- $5,000,001 - $7,500,000: $20,000 per year
- $7,500,001 - $10,000,000: $25,000 per year
- $10,000,001 - $15,000,000: $30,000 per year
- $15,000,001 and above: $45,000 per year
These fees are negotiable. If your assets fall below $2,000,000, Strada will discuss the ongoing fee structure with you.
