AS
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
133 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$297.4M
Fee Structure
Minimum Investment:$800K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
Hourly Rate:$250/hr
Wealth management fees are based on a percentage of assets under management, with a minimum annual fee of $10,000. For financial planning services, the hourly rate is $250. Retirement plan advisory fees are separate and not included here. The minimum account size for wealth management is $800,000. Clients authorize Strategent to deduct advisory fees directly from their account.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation Planning
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Advisor Information
Office location
185 Neff Avenue, Suite 102, Harrisonburg, VA, 22801
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Strategent Financial, LLC
December 2015 - Present · 10 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
July 2010 - January 2011 · 6 mos
State Registrations2 states
TXVA
Advisor
Exams
No exam information available for this advisor.