comprehensive FIDUCIARY 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, custody at TD Ameritrade, tax organization, charitable planning, comprehensive financial planning and continued plan guidance. Strada maintains custody of your assets at TD Ameritrade and offers access to Dimensional Fund Advisors. Our firm fee starts at .93% of assets we manage under $1 million dollars and decreases as the portfolio size increases. Our average client pays .69% for comprehensive planning and portfolio management.

INDEPENDENT PLANNING

Same comprehensive planning services while maintaining investments at a firm other than TD Ameritrade. Initial plans cost on average $750 - $1,500.  After the initial plan is established, comprehensive planning services will continue for only $150 per month with an annual subscription.  For $1,800, billed quarterly, meetings are held as often as needed per client circumstances.

SECOND SET PLANNING

If you already have plan in place, Second Set is chance get a second opinion 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 $650 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.

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