Strategic Wealth Management, LLC provides comprehensive portfolio management and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. The firm was founded in 2014 and is based in Bedford, Texas. Strategic Wealth Management focuses on understanding each client's current financial situation, resources, goals, and risk tolerance to develop tailored investment portfolios consisting of exchange-traded funds, mutual funds, individual stocks and bonds, or third-party managers. In addition to portfolio management, the firm offers financial planning and consulting covering retirement, estate, tax, charitable, education, and real estate planning. Representatives of Strategic Wealth Management may also act as registered representatives of a broker-dealer or as licensed insurance agents, creating potential conflicts of interest regarding commission-based product sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range on a sliding scale between 0.50% and 1.00% based on assets under management. Fees are negotiable.