Strategic Wealth Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Strategic Wealth Management, LLC is a registered investment advisor offering financial planning and investment management services. They work with individuals, families, and businesses to help them achieve their financial goals. Services include financial planning, risk assessment, investment research, and portfolio management. Investment Advisor Representatives are dually registered with Strategic Wealth Management and United Planners.
Assets Under Management$19M
Clients29
Advisors1
Avg. per Client$640K
Avg. per Advisor$19M
Fee Structure
Minimum Annual Fee:$1,360
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 negotiable
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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