Measured Strategies LLC

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Client assets under management

$25,960,973

Clients

69% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,996,998

About

Measured Strategies LLC provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and — when requested — tax preparation services to individuals and high net worth individuals. The firm reports approximately $26 million in assets under management across 13 client accounts and is operated by two advisors.

Measured Strategies documents client Investment Policy Statements and typically seeks discretionary trading authority, using cyclical, fundamental, quantitative and technical analysis and both long- and short-term trading. The firm invests across a broad set of instruments — including mutual funds, ETFs (notably precious metal ETFs), fixed income, real estate funds, hedge funds, private equity, private placements, venture capital and commodities — and recommends Interactive Brokers as a custodian while noting potential receipt of broker-provided research or services.

Noteworthy features include the availability of standalone tax preparation alongside planning and advisory services and a tiered advisory fee approach tied to the portfolio’s allocation to investment-grade bonds rather than solely account size. The combination of a small client roster with access to alternative and private-market investments and an active, broker-focused custody relationship is less common among similarly sized supported advisers.

Client services

Financial planning Portfolio management

Expertise

Passive / index investing General retirement planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Financial planning fixed fees between $1,000 and $50,000

Percentage

$0 - $500,000: Fixed Income Focused Portfolio: 0.60% $500,001 - $1,000,000: Fixed Income Focused Portfolio: 0.40% $1,000,001 - $2,000,000: Fixed Income Focused Portfolio: 0.30% $2,000,001 - $5,000,000: Fixed Income Focused Portfolio: 0.20% $5,000,001+: Fixed Income Focused Portfolio: 0.10% $0 - $500,000: Mixed Allocation Portfolio: 1.13% $500,001 - $1,000,000: Mixed Allocation Portfolio: 0.75% $1,000,001 - $2,000,000: Mixed Allocation Portfolio: 0.56% $2,000,001 - $5,000,000: Mixed Allocation Portfolio: 0.38% $5,000,001+: Mixed Allocation Portfolio: 0.19% $0 - $500,000: Equity Focused Portfolio: 1.50% $500,001 - $1,000,000: Equity Focused Portfolio: 1.00% $1,000,001 - $2,000,000: Equity Focused Portfolio: 0.75% $2,000,001 - $5,000,000: Equity Focused Portfolio: 0.50% $5,000,001+: Equity Focused Portfolio: 0.25%

Project-based

Financial planning hourly fee $300; tax preparation hourly fees $50 to $80 per hour

Other

Fee-only: Financial planning fixed fees between $1,000 and $50,000; hourly fee $300; tax preparation hourly fees $50 to $80 per hour

Most active in

Florida · Michigan · Puerto Rico

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (561) 210-5544

Advisors at this firm

John G

Series 65

Ada, MI

Measured Strategies LLC

John Gunther is a financial advisor at Measured Strategies LLC in Ada, MI, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Kaufman, Rossin & Co., P.A., and Ascendo Resources. Measured Strategies provides portfolio management, financial planning, and optional tax preparation services primarily to individual and high-net-worth clients. The firm employs a diverse investment approach incorporating cyclical, fundamental, quantitative, and technical analysis across various asset classes, with a focus on discretionary management guided by individualized Investment Policy Statements.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.)

Esteban H

Series 63, Series 65

Ada, MI

Measured Strategies LLC

Esteban Hernandez is a financial advisor at Measured Strategies LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avant-Garde Capital LLC and WealthSource Partners, LLC, as well as at Florida Atlantic University. Esteban is also a non-managing member of FH Investments LLC, a family investment partnership. Measured Strategies LLC provides portfolio management, financial planning, and optional tax preparation services primarily to individual and high-net-worth clients. The firm employs a multi-faceted investment approach that integrates cyclical, fundamental, quantitative, and technical analysis, managing approximately $23.5 million across a small number of accounts.

Passive / index investing General retirement planning College savings (529s, UTMA, etc.)

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