Overview
- Headquarters
- Phoenix, AZ
- Total Firm Assets
- $367 million
- Average High-Net-Worth Client Portfolio Size
- $1.0 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: STRATEGY FINANCIAL GROUP ADV 2A AUG 2025 (2025-08-18)
· View brochure text
Latest filing: STRATEGY FINANCIAL GROUP ADV PART 2A 03.20.2026 (2026-03-28)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.80% |
| $1,000,001 | $3,000,000 | 1.55% |
| $3,000,001 | and above | 1.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $18,000 | 1.80% |
| $5 million | $75,000 | 1.50% |
| $10 million | $140,000 | 1.40% |
| $50 million | $660,000 | 1.32% |
| $100 million | $1,310,000 | 1.31% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 41.52%
- Number of High-Net-Worth Clients
- 153
- Total Client Accounts
- 3,820
- Discretionary Accounts
- 3,820
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 164531
- STRATEGY FINANCIAL GROUP ADV PART 2A 03.20.2026 (2026-03-28) · View brochure text
- STRATEGY FINANCIAL GROUP ADV 2A AUG 2025 (2025-08-18) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗