Joshua Strittmatter is a CFP-designated registered investment advisor at Swmg, LLC, based in Weatherford, TX, with 23 years of industry experience. Joshua 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 343 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.95% |
Fee reduces by 0.05% for every additional $5 million invested until the minimum fee of 0.50% is reached. Fees may be negotiable. Client accounts at the custodian may also be charged for certain additional assets managed by SWMG but not held by the custodian (i.e., alternative investments, variable annuities, mutual funds, 401(k)s).
Fee Estimator
Location
119 North Main Street, Suite 2, Weatherford, TX, 76086
Get directionsHistory
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
Joshua is the owner/CEO of Strittmatter Insurance Agency, LLC, which employs individuals with Life, Health and Property Casualty Insurance Licenses. He also owns My Real Estate Retirement, LLC, a real estate investment firm, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Swmg, LLC
Previous Registrations
Collaborative Wealth
LPL Financial LLCBroker
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.