Strategic Wealth Partners offers comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, foundations, and businesses. When managing portfolios, Strategic Wealth Partners creates personalized investment strategies using stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, while regularly monitoring and rebalancing accounts based on client goals and risk tolerance. For financial planning, Strategic Wealth Partners provides advice on retirement, estate planning, insurance, taxes, college savings, and debt management. The firm also offers outsourced chief investment officer services to other financial institutions. Strategic Wealth Partners acts as a fiduciary, legally requiring the firm to put client interests first.
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.