Strategic Investment Management
Assets Under Management
$32.1M
Number of Clients
147
Number of Advisors
2
Average Client AUM
$218K
AUM per Advisor
$16.0M
Compensation
Fee-Only (AUM)
About This Firm
Strategic Investment Management is a fee-only RIA offering discretionary managed account services tailored to individual client needs. They specialize in active asset management and advise on mortgages, real estate, insurance, tax planning, estate planning, retirement consulting, and education. The firm manages accounts on a discretionary basis, making investment decisions without prior client consultation.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Investment advisory fee is negotiable at our sole discretion.
Fee Estimator
For managed accounts, you'll pay a quarterly fee based on a percentage of your assets under management. The minimum household size is $50,000, with a minimum quarterly fee of $187.50. Fees are negotiable based on various factors. Clients may also incur custodian fees, brokerage transaction fees, and mutual fund expenses. If you terminate your account before the end of a quarter, you'll receive a prorated refund of the unearned fee.
Areas of Practice
Location
9600 North Mopac, Suite 600, Austin, TX, 78759