comprehensive FEE-ONLY FIDUCIARY services
cash-flow & budget work planning
student and credit card debt reduction and consolidation
investment analysis and management
tax organization and coordination with tax advisors
philanthropic and charitable planning
Strada offers three approaches to professional engagement: Integrated, Independent and Second Set:
Integrated planning services including comprehensive financial and investment planning. Your investments will custody at TD Ameritrade and Strada coordinates necessary distributions, trades and all other required transactions.
Strada maintains custody of your investments and offers access to great fund managers like Dimensional Fund Advisors. Our firm fee starts at .93% of assets managed under $1 million dollars and decreases as the portfolio size increases. Our average client pays .69% for comprehensive planning and portfolio management.
Our firm minimum for portfolio management and investment advisory services in $1 million dollars of investable assets.
Integrated planning services includes private equity analysis, tax organization, retirement planning, debt consolidation and any other planning required to make informed financial decisions.
Same comprehensive planning services as INTEGRATED PLANNING, however, many clients prefer to leave their investments at their current custodian. If clients prefer to maintain their investments at another firm, we encourage the Independent Planning model.
Initial plans cost on average $1,300 - $1,600. After the initial plan is established, comprehensive planning services will continue for only $200 per month with an annual subscription. Meetings are held as often as needed per client circumstances and desires.
SECOND SET PLANNING
If you already have plan in place, Second Set is chance get another set of eyes on all financial matters. It includes a comprehensive meeting as well as follow-up email and phone time to close out concerns. The one-time cost is $2,200 including the follow-up work associated with the meeting.
ALTERNATIVE INVESTMENT PLANNING
Strada will do a comprehensive analysis on considered alternative investments. This includes review of the financials, meetings with the owner/operators, site visits and a third-party review of the deal structure for consideration for the portfolio. Please call for pricing information.
The financial and insurance industry has worked hard to keep fees opaque and cloaked. Our firm prides itself on transparency, and if we feel you are in a good place based on your goals and needs, we will tell you Please call our offices to inquiry further.