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
500 E. Rio Salado Pkwy, Building 4, Floor 3, Tempe, AZ, 85281
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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