Strategic Investment Solutions, Inc
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Overview
Strategic Investment Solutions, Inc operates as an advisory company located in Orland Park, Illinois. Strategic Investment Solutions, Inc oversees $611.0 million in total assets over 3,082 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management (AUM). The firm has a small group, including 11 financial advisors. Strategic Investment Solutions, Inc is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as options, bonds and equities.
Strategic Investment Solutions, Inc manages all of the firm's client assets on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell judgments for the client's account without requiring client permission. The advisory firm's typical account size is $198,248. The typical advisor at Strategic Investment Solutions, Inc administers around 280 client accounts.
The firm's headquarters is located at 9501 W 144Th Place, Orland Park, Illinois 60462-2562. The firm is legally permitted to serve customers throughout 11 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Strategic Investment Solutions, Inc by the Numbers
$611.0 million
13
3,082
$198.2 thousand
Fee Structure
Financial advisory fees vary depending on which services are provided. However, fees charged by the company typically consist of the following fee type: asset-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Strategic Investment Solutions, Inc caters to retail investors, high net worth investors and other. Out of its 3,082 accounts, Strategic Investment Solutions, Inc's biggest client by number of accounts is retail investors, but it also manages money for 130 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 9.35%
- Other Individuals - 83.39%
- Corporations - 7.26%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Strategic Investment Solutions, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Strategic Investment Solutions, Inc
Orland Park, IL
Westlake, OH
Orland Park, IL
Orland Park, IL
Orland Park, IL
Orland Park, IL
Orland Park, IL
Avon, OH
Orland Park, IL
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