Javier Conde is a registered investment advisor at Strategic Wealth Partners, LTD., based in Independence, OH, with 26 years of industry experience. Javier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,778 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Wealth Partners (SWP) manages investment portfolios for clients, charging an annual fee based on the value of the assets managed. The fees range from 0.20% to 2.00% depending on the size and complexity of the account. The fee percentage decreases as the account size increases. Fees are negotiable and may be charged at a flat rate. Fees are typically paid quarterly in advance, based on the value of the assets at the end of the previous quarter.
Location
5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Javier is affiliated with Retirement Partners Advisors, Resource Investment Advisors, and Bank of Internet, dedicating full-time hours to Retirement Partners Advisors. He also works as an insurance broker, spends minimal time on Blast Clean, a dry ice cleaning business, and Vertical Solar, an LLC.
Employment History
Current Registrations
Strategic Wealth Partners, LTD.
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Onedigital
Adviseme National Advisors
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Financial Telesis, INC.
Financial Telesis INCBroker
Financial Telesis INCBroker
Signator Investors, INC.Broker
Washington Square Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.