Business Description |
| Strategic Investment Partners LLC was founded 10 years ago to provide comprehensive financial planning and investment management services. Our typical client is a physician, corporate executive, or retiree that wants a personal chief financial officer (CFO) to assist them in all financial matters. We specialize in providing our clients with custom-tailored financial solutions and top-ranked investment portfolios. We are dedicated to serving our clients through a relationship based on intimacy, integrity, and mutual trust. |
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General Information |
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| Name of Broker/Dealer: |
Fidelity Investments
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| States Licensed in: |
NC, FL, TX, PA
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| States Willing to do Business in: |
All States
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| Years of Experience in Financial Services: |
13
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| Number of Years with Current Firm: |
5
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| I work with the following types of clients: |
Individual Investors, Non-Profit Organizations, Businesses
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Education |
| Academic Background |
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BA HISTORY MILLERSVILLE UNIVERSITY
MA INTERNATIONAL RELATIONS TROY STATE UNIVERSITY |
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Services |
| Investment Types: |
Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities
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Qualifications & Memberships |
| Securities Licenses: |
Series 65
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| Non-Financial Organization Memberships: |
US ARMY SPECIAL FORCES ASSOCIATION
Cumberland Valley Military Officers Association
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
140
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| Firm's Number of Planning Clients: |
140
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| Firm's Number of Managed Clients: |
140
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| Assets Managed by Firm: |
$22M
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| Advisor's Number of Clients: |
85
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| Advisor's Number of Managed Clients: |
85
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| Advisor's Number of Planning Clients: |
85
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| Assets Managed by Advisor: |
$10M
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50K
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| Compensation Methods: |
Based on Assets
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| Additional Details on Charges: |
FEES ARE BASED ON ASSETS UNDER MANAGEMENT
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| Minimum Fee Charged for Managed Accounts: |
$400.00
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| Minimum Fee Charged for Hourly Planning Accounts: |
$50.00
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| Prepared By: |
Paul MacNamara |
