Strong Tower Advisory Services (STAS) offers personalized investment management, financial planning, and financial consulting. STAS works with clients to determine their investment objectives and risk tolerance, then develops a tailored strategy. STAS may use model portfolios and monitors performance, rebalancing as needed. STAS also offers financial planning to fund objectives like retirement or education, and consulting on topics like business succession and estate planning.
Assets Under Management$760M
Clients314
Advisors6
Avg. per Client$2.4M
Avg. per Advisor$130M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Strong Tower Advisory Services (STAS) may make exceptions to its fee arrangements or negotiate special fee arrangements where STAS deems it appropriate under the circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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