Assets Under Management
$1.3B
Number of Clients
1,778
Number of Advisors
19
Average Client AUM
$745K
AUM per Advisor
$69.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Strategic Wealth Partners offers asset management and investment consulting services to individuals and other clients. Services include Comprehensive Portfolio Management with financial planning, and standalone Financial Planning & Consulting. They also offer Retirement Plan Consulting to employer plan sponsors and Outsourced Chief Investment Officer Services (OCIO) to third-party investment advisory firms.
5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829