Strivus Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$139,268,246
Total clients
144
27% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
48
Average account size
$967,141
Client services
Fee options
Project-Based Financial Planning fixed fees range from $2,000 to $20,000.
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $4,999,999: 1.00% $5,000,000 - $6,999,999: 0.95% $7,000,000 - $9,999,999: 0.85% $10,000,000 - $19,999,999: 0.75% $20,000,000+: 0.50%
$400 per hour for Project-Based Financial Planning.
Account minimum: $100,000 Fee-only: Ongoing Financial Planning fee ranges from $0 to $2,500 per month or $0 to $7,500 per quarter ($0 to $30,000 annually), negotiable; Project-Based Financial Planning fixed fees range from $2,000 to $20,000 or hourly rate of $400 per hour.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Strivus Wealth Partners LLC
1538 The Greens Way, Suite 105
Jacksonville Beach FL 32250, United States
Number of offices
1
Quick links
Advisors at this firm
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