Our annual advisory fees are based on the total assets under management with our firm according to the following schedule:
1.00% for the first $2 million
0.75% for assets over $2 million
Investment management clients receive monthly performance reporting and may continue their relationship with StratFI for as long as they choose.
StratFI provides hourly consulting services at the rate of $250 per hour. We provide estimates for total consulting hours required prior to the start of the relationship.
Consulting clients who become investment management clients within a six-month period may have a portion (or all) of their consulting fees waived or applied toward investment management fees.