Strategic Wealth Advisors (SWA) offers investment management where SWA makes investment decisions for you, and financial planning and consulting services. Investment management fees are based on a percentage of the value of your portfolio. Financial planning covers investment and non-investment matters like estate and insurance planning. SWA also offers a WealthBuilder program for young adults who don't meet the minimum investment requirements.
Assets Under Management$330M
Clients111
Advisors4
Avg. per Client$2.9M
Avg. per Advisor$81M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $15.0M | 0.45% |
| $15M+ | 0.25% |
Fees on asset levels above $3 million may be negotiable. Strategic Wealth Advisors generally requires a minimum annual fee of $10,000 (based on $1 million in assets) when the client seeks ongoing portfolio supervision.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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