Strategic Wealth Investment Group manages investment portfolios and provides personalized financial planning for individuals, high net worth clients, and business entities. The firm builds portfolios tailored to each client's specific goals, risk tolerance, and time horizon, often using model portfolios and third-party platforms. Strategic Wealth Investment Group utilizes a tiered fee structure based on the value of assets under management. In addition to investment management, the firm offers financial planning services based on hourly fees and can assist clients with insurance products and private placements through affiliated entities. The firm requires discretionary authority to trade securities on behalf of clients without prior consultation for each transaction.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 based on services requested and engagement complexity. Billed monthly in arrears.