Strategic Investment Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,863,534
Clients
16
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$303,971
About
Strategic Investment Solutions, LLC provides financial planning and portfolio advisory services to individuals and charitable organizations. The firm conducts planning through interviews and questionnaires and implements investment programs primarily by recommending SEI subadvised platforms and mutual fund/ETF strategies.
The firm’s investment approach emphasizes asset allocation tailored to client goals and risk tolerance, using SEI’s suite of strategies (including tax-managed, tactical ETF, and income-focused options) and the ability to create custom allocations. Advisory services are delivered mainly on a non-discretionary basis, with trade execution, account management, and reporting performed by SEI or other third-party managers.
Compared with peers, Strategic Investment Solutions is uncommon in explicitly serving charitable clients and in operating largely as a non-discretionary adviser rather than a discretionary manager. The firm also relies on third-party platforms for custody, execution, and client reporting and may recommend SEI’s wrap-fee program rather than sponsoring its own.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Social Security optimization
Medicare planning
Tax-loss harvesting
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.40%
$150 per hour
Account minimum: $150,000
Main office location
Strategic Investment Solutions, LLC
Bluffton SC, United States
Number of offices
1
Most active in
Strategic Investment Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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