Strategicpoint Investment Advisors LLC
Assets Under Management
$806.4M
Number of Clients
706
Number of Advisors
6
Average Client AUM
$1.1M
AUM per Advisor
$134.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
StrategicPoint Investment Advisors (SPIA) offers proactive investment management services, including asset allocation, security selection, and ongoing portfolio management. They also provide financial planning services, including retirement projections and insurance coverage reviews. SPIA manages accounts on a discretionary basis and offers access to a web-based portfolio management platform.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees over $5,000,000 are negotiable.
Fee Estimator
SPIA's annual investment management fee is based on a percentage of assets under management. For assets under $500,000, the fee is 1.25%; $500,000-$1,000,000, the fee is 1.00%; $1,000,001-$1,500,000, the fee is 0.85%; $1,500,001-$2,000,000, the fee is 0.75%; $2,000,001-$3,000,000, the fee is 0.60%; $3,000,001-$5,000,000, the fee is 0.50%; and over $5,000,000, the fee is negotiable. Financial planning services are billed at $300 per hour. SPIA generally requires a minimum of $250,000 of assets under management.
Areas of Practice
Location
294 West Exchange Street, Providence, RI, 02903-1004