Strategent Financial, LLC
Assets Under Management
$297.4M
Number of Clients
133
Number of Advisors
4
Average Client AUM
$2.2M
AUM per Advisor
$74.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Strategent Financial, founded in 2008, offers wealth management combining portfolio management and financial consulting. Financial planning services are also available. Portfolio management is tailored to individual client needs. The firm primarily uses no-load mutual funds and ETFs. Strategent is a fee-only firm.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Fee Estimator
Wealth management fees are based on a percentage of assets under management, with a minimum annual fee of $10,000. For financial planning services, the hourly rate is $250. Retirement plan advisory fees are separate and not included here. The minimum account size for wealth management is $800,000. Clients authorize Strategent to deduct advisory fees directly from their account.
Areas of Practice
Location
185 Neff Avenue, Suite 102, Harrisonburg, VA, 22801