Strategy Financial Group

Strategy Financial Services, LLC is an investment management firm based in Phoenix, Arizona, founded in 2012. The firm specializes in conservative investing with a focus on income planning and risk management. They offer financial consulting and investment management services on a discretionary basis, tailored to individual client goals and risk tolerance. The firm typically allocates client assets in accordance with various Models or Strategies sub-advised by AE Wealth Management or other unaffiliated investment advisors. Strategy Financial does not charge performance-based fees and does not engage in side-by-side management. They act as a fiduciary, putting clients' best interests first. The firm's fee structure includes financial consulting fees at $350 per hour and asset management fees ranging from 1.30% to 1.80% annually based on assets under management. Clients must have a minimum account size of $100,000, which may be waived at the firm's discretion. Strategy Financial does not participate in wrap fee programs and receives operational benefits from their relationship with AE Wealth. The firm does not vote proxies on behalf of clients and does not have proxy-voting authority. Clients receive account statements directly from the custodian and have the option for electronic delivery. Strategy Financial does not have any disciplinary information to disclose and has not been involved in any bankruptcy proceedings.