Strategic Family Wealth Counselors (SFWC) provides a range of investment-related solutions, including wealth management, financial planning, and portfolio management. SFWC manages investment portfolios on a discretionary or non-discretionary basis, primarily using independent managers, mutual funds, and exchange-traded funds. SFWC also provides advice on legacy positions and investments held in client portfolios. Financial planning services are typically reserved for investment management clients but can be offered on a standalone basis.
Fee Structure
SFWC provides investment management services for an annual fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.10% to 1.50%, depending on the size of your portfolio and the services provided. This fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. Certain financial planning services may be included as part of SFWC's wealth management offering.