Stratos Wealth Advisors, LLC offers a wide range of financial services, including advisor-managed portfolios, financial planning, and access to third-party investment managers and wrap fee programs. The firm creates customized asset allocations tailored to each client's goals, risk tolerance, and time horizon. Clients can choose from non-wrap and wrap fee structures across multiple custodians like Fidelity, Charles Schwab, and SEI Private Trust Company. The firm provides retirement planning, tax planning strategies, estate planning, education funding, cash flow analysis, and business consulting services. Stratos Wealth Advisors, LLC works with individuals, families, trusts, estates, and corporate retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0% for advisor-managed non-wrap accounts. Fees are negotiable and vary by program, custodian, and investment representative.