Strivent Financial manages investment portfolios based on clients' individual needs and goals. They offer financial planning on topics like retirement, risk management, college savings, and estate planning. Strivent Financial also provides comprehensive financial planning with ongoing monitoring for a fixed monthly fee. They also offer employee benefit plan services to employer plan sponsors.
Assets Under Management$23M
Clients32
Advisors1
Avg. per Client$730K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Management of assets up to $500,000 are included in the Comprehensive Financial Planning fee. The fee will typically be 1% unless there is added complexity. For example, the fee may be 1.25-1.50% for additional planning needed for investment properties, business owners, or special needs trusts, etc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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