Strive Investment Management, LLC fees and pricing

Financial planner in American Fork, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 11, 2024, Strive Investment Management, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 11, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Our financial planning engagements are assessed an hourly fee of $150.”

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

“Our advisory fees are negotiable, and we may waive certain fees at our discretion for our associates and their family members.”
“Fees are to be paid by check or draft from US-based financial institutions.”
“We require a deposit of one-half of the estimated fee to initiate the engagement, and the remaining amount is due upon delivery of our invoice which coincides with the presentation of your plan/advice.”

Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2017 (9 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 41
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $5,082,698
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 283482
Website: striveim.com (opens in new tab)
Phone: (801) 636-3465

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.