Stratos Investment Management, LLC
Assets Under Management
$2.4B
Number of Clients
3
Number of Advisors
5
Average Client AUM
$814.1M
AUM per Advisor
$488.4M
Compensation
Fee-Only (AUM)
About This Firm
Stratos Investment Management (SIM) acts as a portfolio manager for wrap fee programs and provides subadvisory services to IARs. SIM offers ongoing portfolio management based on client goals, objectives, time horizon, and risk tolerance. SIM manages various model portfolios including Tactical, Strategic, Enhanced Index, Global Individual Equity, ESG USA No Energy, Dividend Growth, Multi Asset, NDR Strategies and Custom Indexing Models.
Fee Structure
SIM provides subadvisory services for a wrap fee program, allowing them to manage client accounts for a single fee that includes portfolio management and transaction costs. Accounts may also be managed using Sleeves, which will allow a client to invest in multiple strategies in one account by using sub-accounts. The fees vary depending on the model used. There is generally an account minimum of $10,000 for the Strategic and certain Enhanced Focus Index Models, an account minimum of $100,000 for the Tactical Models and certain Enhanced Index Models. There is an account minimum of $250,000 for the Multi Asset Strategies. Fees for all Custom Strategies will be negotiated and may vary based on strategy, complexity and asset size of the account.
Areas of Practice
Location
3750 Park East Drive Suite 200, Beachwood, OH, 44122