Stringer Asset Management, LLC
Assets Under Management
$42.2M
Number of Clients
58
Number of Advisors
5
Average Client AUM
$728K
AUM per Advisor
$8.4M
Compensation
Fee-Only (AUM)
About This Firm
Stringer Asset Management offers discretionary portfolio management for institutional and private investors through separate accounts and wrap fee programs. They primarily allocate assets among ETFs, but may also use individual debt and equity securities. The firm utilizes a tactical asset allocation strategy based on Modern Portfolio Theory.
Fee Structure
Stringer Asset Management charges an annual investment management fee based on a percentage of assets managed. The fee varies between 0.25% and 1.00%, depending on the market value of assets and scope of services. Fees are exclusive of brokerage commissions and other transaction costs. The firm may negotiate a lesser fee based on certain criteria. The firm does not impose a minimum account size or minimum fee.
Areas of Practice
Location
5100 Poplar Avenue, Suite 1502, Memphis, TN, 38137