Strategy Financial Group
Assets Under Management
$279.9M
Number of Clients
992
Number of Advisors
11
Average Client AUM
$282K
AUM per Advisor
$25.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Strategy Financial Services, founded in 2012, offers financial consulting and discretionary investment management to individuals, pension plans, trusts, estates, charities, and corporations. Investment advice is tailored to client goals, objectives, time horizon, and risk tolerance. They use sub-advisors for model and strategy 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
Location
7010 E Chauncey Lane, #130, Phoenix, AZ, 85054