Strategy Cap, Llc
Bend, Oregon
5.0
23 Reviews
Strategy Cap, LLC is a reputable investment advisory firm located in Bend, Oregon. With over 20 individual clients and more than $48,119,000 in assets under management, they have established themselves as a trusted partner in financial planning. While their main focus is on managing high net worth individual accounts, they also possess the expertise to handle employer funds. Strategy Cap, LLC operates from a single office and all their assets under management, totaling 100%, are managed on a discretionary basis. The firm's compensation structure is designed to provide flexibility and cater to diverse client needs. They offer vari...
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Assets Under Mgmt

$48.12M

Investment Professionals

2

Locations

0

% 401K & Individual

12%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.