Continuum Wealth Strategies provides investment advisory services to individuals and other clients. As a fiduciary, Continuum Wealth Strategies aims to act in the client’s best interest. Services include wrap investment management, wrap comprehensive financial planning, financial planning, financial consulting, and ERISA & retirement consulting. The firm also offers access to third-party portfolio managers through LPL Financial's Manager Access Select program.
Fee Structure
Investment management and comprehensive financial planning are offered through wrap accounts. Please see the separate Wrap Fee Program Brochure for these advisory services. The firm also offers access to third-party portfolio managers through LPL Financial's Manager Access Select program. The maximum fee for this service will not exceed 2.5%.