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).