Strategic Wealth Management offers investment management and financial planning services. Investment management includes creating a portfolio of ETFs, mutual funds, stocks, or bonds. Financial planning covers investment, retirement, estate, charitable, education, and tax planning. Strategic Wealth Management may use sub-advisors to implement investment portfolios. They also offer access to LPL Financial sponsored advisory programs.
Assets Under Management$130M
Clients177
Advisors2
Avg. per Client$740K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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 the market value of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...