Strauss Financial Group
Assets Under Management
$240.0M
Number of Clients
226
Number of Advisors
3
Average Client AUM
$1.1M
AUM per Advisor
$80.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Strauss Financial Group provides financial planning, consulting, wealth management, and investment management services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and business entities. Services are offered on a fee basis, including hourly, fixed, and AUM-based fees. They also offer wealth and family services for select clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000.
Fee Estimator
Financial planning and consulting fees range from $1,200 to $9,000 on a fixed basis or $150 to $350 per hour. Wealth advisory and investment advisory fees are based on a percentage of assets under management. The firm charges a minimum quarterly wealth advisory fee of $1,000. An administrative fee of $100 is charged annually for providing tax information. Fees may be negotiable depending on individual circumstances.
Areas of Practice
Location
1800 International Park Drive, Suite 190, Hoover, AL, 35243