fiduciary comprehensive services

  • true cash-flow & budget work planning

  • student and credit card debt reduction

  • investment analysis & portfolio construction

  • tax organization

  • philanthropic and charitable planning

  • college planning

Strada offers three approaches to professional engagement: Integrated, Independent and Second Set:

INTEGRATED PLANNING

Comprehensive planning services including portfolio and investment management. Strada maintains custody of your assets at TD Ameritrade and offers access to Dimensional Fund Advisors. Our firm fee starts at .6% of assets we manage under $1 million dollars and changes based on portfolio values.

INDEPENDENT PLANNING

Comprehensive planning services while maintaining investments at a firm other than Strada. The costs is $1,200 per year. Meetings are quarterly and as often as needed on the phone.

SECOND SET PLANNING

A chance to visit and get a second set of eyes on all financial matters. It includes a comprehensive meeting as well as follow-up email and phone time. The one-time cost is $475.

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.

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