Strategic Wealth Management, LLC
Strategic Wealth Management, LLC is a registered investment advisor based in Bend, Oregon, offering personalized investment management, financial planning, and consulting services. Founded in 2008 and led by David W. Smith, the firm provides tailored advice on retirement planning, tax strategies, estate planning, cash flow management, and business succession. Strategic Wealth Management serves individuals, families, business owners, and corporate executives through various account options, including third-party custodians like Schwab and Fidelity, clearing platforms like Pershing, and third-party money managers. The firm emphasizes a holistic approach to wealth management and operates with a legally required obligation to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1M+ | 0.90% |
Fees for accounts over $1,000,000 are negotiable. Maximum advisory fee across accounts may not exceed 3.0%. Additional program or administration fees may apply depending on the chosen custodian.