fiduciary comprehensive services
true cash-flow & budget work planning
student and credit card debt reduction
investment analysis & portfolio construction
philanthropic and charitable planning
Strada offers three approaches to professional engagement: Integrated, Independent and Second Set:
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.
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.