Firm
Strive Investment Management
American Fork, Utah
Fee-only
Strive Investment Management at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 41 individual clients.
- Its average account is about $69,000 (assets it manages divided by its 74 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | American Fork, Utah |
|---|---|
| Website | striveim.com |
| Phone | (801) 636-3465 |
Strive Investment Management fees
Strive Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $5 million |
| Individual clients | 41 |
| Accounts managed | 74 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 11, 2024 |
| SEC record | CRD 283482 |