Michael Nowacki
Michael Nowacki is a registered investment advisor at Strategic Wealth Partners, LTD., based in Independence, OH, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,674 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.20% to 2.00% depending on account size and complexity, using a declining tiered schedule. Fees are generally negotiable.
Fee Estimator
Location
5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829
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 Activities
Michael owns and manages M&P Bargain Books, a bookstore in Willoughby, OH, since 2007. This activity is not investment-related and takes about 10-20% of his time.
Employment History
Current Registrations
Strategic Wealth Partners, LTD.
Previous Registrations
Saga Partners LLC
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.
Exams
More Advisors
- Richard Eicheldinger, CFPStrategic Wealth Partners, LTD.
- Cole Frischman, CFPStrategic Wealth Partners, LTD.
- Peter Brunton, CFAStrategic Wealth Partners, LTD.
- David Abate, CFPStrategic Wealth Partners, LTD.
- Robert Ross, CFPAmeriprise Financial Services, LLC
- Robert Lambert, CFA