Strategic Advisory Partners
Assets Under Management
$103.3M
Number of Clients
255
Number of Advisors
4
Average Client AUM
$405K
AUM per Advisor
$25.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Strategic Advisory Partners, LLC manages individually tailored investment portfolios based on client's objectives, financial goals, and risk tolerance. They develop investment plans with asset allocation targets and manage portfolios accordingly. The firm utilizes fundamental and technical analysis and may choose passive, active, or a combination of investment styles.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
The annual fees are negotiable.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, an account valued at $3,000,000 would pay an effective fee of 1.09% with the annual fee of $32,750. The minimum annual fee for Investment Management Services is $6,000. For combined household assets below $250,000, there will be a $4 per account charge each month. Fees are negotiable. The advisory fee is a blended fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart resulting in a combined weighted fee.
Areas of Practice
Location
3817 Lawndale Drive, Suite D1, Greensboro, NC, 27455