STRIDE Tax and Wealth Advisors offers investment management and financial planning services. Financial planning can be a stand-alone service or combined with investment management. STRIDE develops a financial plan with the client, monitors the plan, and recommends changes as needed. STRIDE may use outside managers to assist with investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
For Clients utilizing Altruist, the annualized advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s). For Clients utilizing Schwab, the annualized advisory fee is paid quarterly in arrears based on the the value of Client’s account(s) as of the last day of the billing period. When Altruist Model Marketplace or Schwab Model Market Center are used for Investment Management Services, Clients may pay an additional fee directly to Altruist Model Marketplace or Schwab Model Market Center. This is in addition to STRIDE’s fee described above. Altruist’s Model Marketplace and Schwab’s Model Market Center fees range between 0.00% and 1.00%.