Strategic Wealth Partners offers personalized financial planning and investment management. Financial planning covers retirement, cash flow, college funding, wealth transfer, charitable giving, and investment allocation. Investment management is offered on a discretionary basis, with a minimum account size of $500,000 (which may be waived). Strategic Wealth Partners may recommend alternative investments like First Trust Deeds and Delaware Statutory Trusts.
Fee Structure
Strategic Wealth Partners manages investment accounts for a fee ranging from 0.50% to 1.75% per year of the portfolio's value. The exact fee depends on the size of the account, complexity of assets, and other factors, and may be negotiable. Fees are deducted from your account quarterly, in advance.