Strive Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning and ongoing portfolio management to individuals, high-net-worth clients, small businesses, foundations and charitable organizations. Planning services are offered on a broad-based or modular basis (covering cash flow, retirement, education, tax and estate issues) and portfolio management is offered on an ongoing, discretionary basis.
The firm’s investment approach blends fundamental and technical analysis and employs both active and passive strategies to construct diversified, tax-aware portfolios. Recommended holdings may include mutual funds and ETFs as well as individual equities, fixed income, REITs, MLPs and, when appropriate, options strategies or leveraged/inverse ETFs, with periodic reviews and rebalancing to reflect changing objectives or market conditions.
Distinctive features for a firm of this size include a single-advisor structure that does not utilize sub‑advisors and a principal who is separately licensed as an independent insurance agent and may earn commissions from insurance sales, a potential conflict the brochure discloses. The firm prefers Interactive Brokers as its custodian and participates in the custodian’s advisor support program (receiving research and operational services), does not vote client proxies or participate in related litigation on clients’ behalf, and does not act as custodian or engage in proprietary trading.
Client services
Expertise
Fee options
$0 - $2 million: 1.75% $2 million - $5 million: 1.50% $5 million - $10 million: 1.25% $10 million+: 1.00%
$150 per hour, billed in 15-minute increments
Main office
American Fork UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Strive Investment Management · Strive Investment Management, LLC
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.
Forms ADV
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