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Strategic Financial Concepts, llc

Updated today

Total assets under management

$1,006,017,397

Total clients

3,186

16% high-net worth

Total advisors

41

of 41 employees

Firm size

Multi Team

Average clients per advisor

78

Average account size

$315,762

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
General consulting and business planning services

Fee options

Fixed

Fixed fees may be negotiated based on estimated hours required; one-time planning setup fees range from $250 to $50,000.

Percentage

$0 - $500,000: 2.50% $500,000 - $1,000,000: 2.00% $1,000,000+: 1.50%

Project-based

Hourly fees up to $500 per hour, negotiable depending on scope and complexity.

Other

Account minimum: $250,000 Minimum fee: Minimum annual fee of $250 for ongoing planning services.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Strategic Financial Concepts, llc

901 Ne Loop 410, Suite 100

San Antonio TX 78209, United States

Number of offices

25

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