Strathmore Capital Advisors fees and pricing

Financial planner in Charlotte, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 26, 2026, Strathmore Capital Advisors charges an annual fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $500/yr; “However, Strathmore Capital requires a minimum annual fee of $500 for providing such services.”

Payment and refund terms, quoted from the fee section of the brochure.

“Portfolio management fees are generally payable quarterly, in advance.”
“Fees are prorated for asset flows of $50,000 or greater.”
“If management begins after the start of a quarter, fees will be prorated accordingly.”

Its annual fee of $500 is below the North Carolina median of $6,000. None of the 49 other North Carolina planners that publish an annual fee charge less.
None of the 11 other planners in Charlotte that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 493
Employees: 17
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $805,034,607
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 135008
Website: summitfinancialpartner.com (opens in new tab)
Phone: (704) 364-4241

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