Strategic Probability Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strategic Probability Partners provides investment management and financial planning primarily to individual and high‑net‑worth clients, as well as select endowments and foundations. The firm typically manages portfolios on a discretionary basis within written investment policy statements and also serves as a sub‑advisor to other advisory firms.
SPP implements strategic and tactical asset allocation across roughly 10–12 core asset classes and generally builds portfolios using ETFs, index funds, mutual funds and individual fixed‑income securities. Its research approach draws on fundamental, technical, valuation and business‑cycle analysis, and client accounts are reviewed at least quarterly to ensure alignment with stated risk tolerance and objectives.
Notably, the firm provides account performance reporting and, in addition to reporting actual results, presents hypothetical performance illustrations in its public materials and reports, an approach that is uncommon among similar advisers. Despite operating with a single advisory representative and a small direct client roster, SPP manages about $138.6 million and reports an additional $168.1 million in assets under advisement through a sub‑advisory relationship, indicating a significant portion of its scale arises from sub‑advisory activity.
Client services
Expertise
Fee options
$0 - $5,000,000: 0.75% $5,000,001 - $7,500,000: 0.50% $7,500,001 - $10,000,000: 0.00% $10,000,001 - $20,000,000: 0.40% $20,000,001 - $50,000,000: 0.25% $50,000,001+: 0.20%
Minimum fee: $37,500 minimum annual fee Fee-only: Investment management fee based on tiered AUM schedule; planning advice included in management fee
Main office
Naples FL
Advisors at this office
1
Most active in
Florida · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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