Stratos Wealth Partners, Ltd. is a registered investment advisor that offers investment management, financial planning, and various advisory programs to individuals, families, and institutional clients. Advisory services are delivered primarily through independent investment advisor representatives. The firm provides customized portfolios, model-based strategies, and access to third-party managers across multiple brokerage custodians, including LPL Financial, Fidelity, Charles Schwab, and SEI Private Trust Company. Stratos Wealth Partners offers ongoing portfolio management, asset allocation, and specialized financial planning services covering retirement, estate, tax, and education needs. The firm engages in various advisory models, including wrap fee programs and non-wrap accounts, and maintains affiliations with other financial service entities under common ownership following a strategic investment by SEI Investments Company.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.