The annual investment management fee for investment management services shall be based upon a percentage (%) of the market value of the assets under management in accordance with the following fee schedule:

Assets Under Management Quarterly Fee
Annual Fee
Under $500,000



$500,000 – $1,000,000



$1,000,001 – $1,500,000



$1,500,001 – $2,000,000



$2,000,001 – $3,000,000



$3,000,001 – $5,000,000



Over $5,000,000







* This is a tiered or breakpoint fee schedule, such that the entire portfolio is charged the same investment management fee. For example, a client with $750,000 of assets under management would pay 1.00% on an annual basis and a client with $1,100,000 of assets under management would pay .85% on an annual basis.

Please see our Form ADV Part 2A for more details.

The fee schedule above is not in place of the management of 401(k) Plans for Plan Sponsors or other ancillary business areas at StrategicPoint.

financial planning

To learn about our Financial Planning services and fees, please see our Financial Planning Services page. 



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