Strategic Investment Solutions, INC.
Assets Under Management
$910.0M
Number of Clients
2,520
Number of Advisors
9
Average Client AUM
$361K
AUM per Advisor
$101.1M
Compensation
Fee-Only (AUM)
About This Firm
Strategic Investment Solutions, Inc. provides continuous investment advice to plan sponsors, high net worth individuals, trustees, and individual clients. They establish goals based on client circumstances, develop investment policies, and manage portfolios accordingly. They also offer model portfolio management services using proprietary and DFA model asset allocation portfolios.
Fee Structure
Fees for Investment Supervisory Services are based on a percentage of assets under management, with a maximum annual fee of 1.50% (0.00375 quarterly). The advisor has discretion to lower fees. Fees are calculated on the last day of each calendar quarter and deducted in arrears. There is no minimum account balance required. Clients may incur additional fees for products purchased outside the advisory agreement.
Areas of Practice
Location
9501 W 144th Place, Orland Park, IL, 60462-2562