Strategic Wealth Management (SWM) offers financial and investment advice, including asset allocation, investment selection, retirement planning, college funding, and employee benefits analysis. SWM gathers client financial data to provide tailored analysis and recommendations. Clients pay for services as they go, and SWM also offers long-term buy-and-hold services with less active management. SWM uses major market indexes as investment vehicles to provide diversification.
Fee Structure
Strategic Wealth Management's annual investment management fees range from 0.375% to 2.00% of your portfolio's value, billed quarterly. The exact fee is negotiable and depends on factors like the number of accounts, complexity, and time spent researching recommendations. These fees may be higher than average compared to other firms.