Strivus Wealth Partners offers personalized financial planning and wealth management services, including portfolio planning and management. They work with clients to develop financial plans, monitor progress, and recommend changes as needed. Strivus Wealth Partners is a fee-only firm, meaning they only receive compensation from clients for their services.
Assets Under Management$160M
Clients173
Advisors3
Avg. per Client$920K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.95% |
| $7.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable at the adviser's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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