Strategic Wealth Group offers personalized investment management and financial planning services for individuals, families, and business owners. Strategic Wealth Group helps clients define their financial goals, assess risk tolerance, and build tailored investment portfolios. Services include discretionary and non-discretionary portfolio management, retirement planning, tax reduction strategies, estate preservation, and risk management. Strategic Wealth Group also offers ongoing financial planning retainers, comprehensive financial plans, and hourly consulting. Additionally, Strategic Wealth Group provides retirement plan consulting for employers and can coordinate with third-party money managers and platforms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Alternatively, a flat fee of up to 2.0% may apply.