Strategic Investment Advisors, operating as C2 Private Wealth, provides comprehensive financial planning and investment management services with a primary focus on retirement planning for current and near-retirees. Strategic Investment Advisors creates personalized financial roadmaps that encompass income distribution strategies, asset allocation, and risk management. The firm manages securities accounts primarily held at Fidelity using third-party technology platforms and model portfolios, while also offering limited advisory services for certain employer-sponsored retirement plans. In addition to investment management, Strategic Investment Advisors coordinates integrated tax preparation, accounting, and estate planning services through affiliated and partner firms, and recommends insurance products such as annuities and life insurance through an affiliated insurance agency. The firm emphasizes managing sequence of returns risk and aligns its investment strategies with each client's retirement timeline and income needs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee will not exceed 1.00% annually, but is negotiable on a client-by-client basis. Clients also pay a platform fee ranging from 0.00% to 0.50% and may pay an additional 0.05% for tax-loss harvesting services.