Strategic Choices Wealth Advisors (SCWA) provides ongoing portfolio management based on individual client goals and risk tolerance. SCWA also offers financial planning services covering investments, insurance, retirement, and college planning. SCWA may recommend third-party investment advisors. SCWA generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and private placements.
Assets Under Management$2.3M
Clients38
Advisors1
Avg. per Client$61K
Avg. per Advisor$2.3M
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 are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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