Strategic Advisory Services

Strategic Advisory Services, LLC, based in Memphis, Tennessee, was established in 2017 as an independent investment advisor offering asset management and financial planning services. The firm is owned by James M. Walker, Jr., who has over 20 years of experience in the financial services industry. The firm primarily serves individual clients and high-net-worth individuals, offering discretionary fee-based asset management services tailored to each client's investment objectives. Clients have the option to open accounts with a minimum of $25,000 for in-house management or $100,000 for third-party portfolio managers. The firm emphasizes a fiduciary duty to act in the best interests of clients and discloses potential conflicts of interest, such as receiving compensation for the sale of securities or insurance products. Investment strategies include fundamental and technical analysis, with a focus on client-specific goals and risk tolerance. Strategic Advisory Services does not accept performance-based fees or engage in side-by-side management. The firm's fee structure is negotiable, based on assets under management, and covers various services, including portfolio analysis and educational workshops. Clients are provided with regular account reviews and statements, and the firm does not have custody of client funds. Strategic Advisory Services operates under a Code of Ethics to ensure integrity and transparency in its business practices.