Process and Services

The Strive Process

At Strive Financial, we follow our A.S.S.E.T. process— a time-tested and refined approach developed over 15+ years to create a tailored investment experience:

This process has been continuously refined to help clients navigate the ever-evolving investment landscape with confidence. Our expertise spans Investment Management, Business Planning, Alternative Investments, Tax Mitigation Strategies, and more, ensuring a comprehensive approach to building and preserving wealth.

Assess

Evaluate client goals, risk tolerance, and alternative investment opportunities.

Strategize

Develop a diversified wealth plan utilizing our advanced planning software.

Select

Choose the right portfolio mix to match client needs, including both public and private investments.

Execute

Implement the chosen investment strategy.

Track

Monitor your entire portfolio and make adjustments, as needed.

Solutions Tailored To You

At Strive, we are committed to transparency and believe that clarity is essential in building a strong relationship with our clients. From the outset, we want you to have a complete understanding of how we are compensated. Below is an overview of the various fee structures we offer:

AUM (Assets Under Management)

AUM fee is based on the total assets you have under management with us. The fee depends on the size of your portfolio. Larger asset values typically result in a lower percentage.

Commission-Based

Some financial products, including alternative investments and insurance, may incur commissions. We are committed to transparency by providing full disclosure of any commissions before finalizing these transactions.

Retainer-Based

For ultra-high-net-worth individuals with complex financial needs, we offer a retainer-based fee model. This fee, determined based on your net worth and annual income, is paid upfront. While this approach is rare, it may be an ideal solution for clients seeking a comprehensive, all-inclusive fee model, similar to the retainer structure used by attorneys.

*No account will ever be charged both an AUM fee and a commission.

Start your financial journey today!

Fill out our contact form to set up time to discuss your financial planning goals. Our team will reach out to you to schedule a time that’s convenient for you. During our initial meeting we will review:

  • Your current finances, goals, and risk tolerance

  • Strategies we can employ to develop a powerful and diverse portfolio

  • What unique combination will be right for your needs

  • How we monitor and care for your financial future for the long term

We are excited for the opportunity to work with you to meet your financial goals.