Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $3.0M | 1.55% |
| $3M+ | 1.30% |
Sub-Advisor fees are 0.30% annually and are in addition to Strategy Financial’s fees.
Fee Estimator
Strategy Financial charges $350 per hour for financial consulting. Investment management fees are based on a percentage of assets under management, billed monthly in arrears. The total annual fee (advisor and sub-advisor) ranges from 1.30% to 1.80%. There is an account minimum of $100,000, which may be waived, but the fee as a percentage of assets will be higher. Additional per account fees apply to client accounts using Direct Indexing models ($250 or $500 annually).
Areas of Practice
Advisor Information
Office location
7010 E Chauncey Lane, #130, Phoenix, AZ, 85054
Get directionsRegulatory History
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 →Other Business ActivitiesSells Insurance
Calvin owns CPG Group, LLC, an entity established to hold indirect ownership in Strategy Financial Services, LLC, but spends no time on it. Calvin is also a licensed insurance agent and the sole owner of Strategy Financial Insurance, LLC, an affiliated insurance brokerage company, spending an approximately equal amount of time with each firm on a daily basis.