Strategic Wealth Advisors Group provides personalized financial planning, consulting, and investment management services for individuals. The firm operates on a discretionary basis, allocating client portfolios among carefully selected independent money managers to align with each client's specific financial goals and risk tolerance. In addition to investment management, Strategic Wealth Advisors Group offers detailed financial planning covering income planning, tax strategies, estate planning, insurance needs, and retirement projections. The firm works to simplify client finances, consolidate accounts, and provide ongoing portfolio monitoring. Strategic Wealth Advisors Group is wholly owned by Timothy S. Sullivan and does not sell commissioned products directly, though affiliated entities may offer insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.80% |
Fees for amounts over $15,000,000 are negotiable. Independent manager fees are separate and range up to 0.50% annually.