Stratos Wealth Advisors (SWA) offers investment advice and financial planning services through its network of independent contractor advisors. SWA provides advisor-managed accounts, asset allocation programs, and financial planning services. Clients can choose between wrap and non-wrap fee arrangements. SWA also offers access to third-party investment advisors. Financial planning services include flat-fee plans, subscription-based planning, and hourly consulting.
Fee Structure
Stratos Wealth Advisors (SWA) offers investment management through advisor-managed accounts. You'll pay a management fee, plus transaction charges for each trade. There may be some investments, like certain mutual funds, where you won't pay transaction fees. The maximum annual advisory fee is 2.0% of your portfolio. In some cases, SWA may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management. A minimum account value of $10,000 is required for advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.