Assets Under Management
$1.1B
Number of Clients
4,628
Number of Advisors
29
Average Client AUM
$240K
AUM per Advisor
$38.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Strategic Wealth Investment Group, LLC provides ongoing portfolio management based on client goals, objectives, time horizon, and risk tolerance. They also offer financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. They primarily advise on mutual funds, equities, bonds, ETFs, and insurance products.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
FL, United States