Strategic Financial Partners (SFP) offers wealth management, portfolio management, and financial planning services. Wealth management combines financial planning and portfolio management. Portfolio management can be discretionary (SFP makes trades without asking) or non-discretionary (SFP asks for approval before trades). SFP also offers pension consulting services. SFP manages client accounts through the SFP Wrap Fee Program, which includes portfolio management, custodial services, and transaction costs for a single fee.
Fee Structure
Strategic Financial Partners (SFP) offers wealth management and portfolio management services.
For wealth management, SFP charges up to 2.50% of the value of your portfolio annually, with a $7,500 minimum fee per year.
For portfolio management, SFP charges up to 1.50% of the value of your portfolio annually, with a $1,650 minimum fee per year.
Fees are negotiable and billed quarterly in advance.