Strategent Financial, LLC

Strategent Financial, LLC, established in July 2008, primarily offers wealth management services to individuals, families, and various entities. The firm operates as a fee-only financial services provider, not affiliated with entities selling financial products. Wealth management services require a minimum account size of $800,000, with fees based on a percentage of assets under management. Strategent's investment strategy emphasizes modern portfolio theory and strategic asset allocation, utilizing no-load institutional class mutual funds and ETFs. The firm also provides financial planning and retirement plan advisory services. Clients receive quarterly account reviews and reports, with discretionary portfolio management. Strategent recommends maintaining accounts with Charles Schwab & Co., Inc., receiving certain institutional brokerage services and support. The firm does not engage in directed brokerage, accepts limited power of attorney for discretionary accounts, and does not handle proxy voting for clients. Dale S. Lam, the Chief Compliance Officer, oversees the firm's operations and is available to address any inquiries. Strategent does not have any disciplinary events to disclose and maintains financial stability to meet its commitments. For further details or inquiries, clients can contact Dale S. Lam.