STRUBEL INVESTMENT MANAGEMENT, LLC

Overview

Strubel Investment Management, LLC is an independent, individually owned registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates primarily as a discretionary manager, allocating most client assets into pooled public vehicles such as mutual funds and ETFs while retaining the ability to manage smaller non‑discretionary mandates. Its fee schedule includes percentage‑of‑AUM fees alongside hourly and fixed‑fee arrangements, which supports serving a mix of ongoing wealth management relationships and project‑based planning engagements. Investment practice centers on broad public market exposure delivered through mutual funds and model portfolios, with a complementary allocation to real estate exposure via REITs. The firm does not position itself as a multi‑state adviser or pension consultant and is not identified as an active ESG investor. Client coverage includes both individual and institutional relationships; the firm is not described as a multiadviser capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices