Strongtower Wealth Management, Plc

Fee-Only (% of Portfolio)Fixed/Hourly

StrongTower Wealth Management is a registered investment advisor based in Hot Springs, Arkansas, owned by Todd David Sadowski. The firm provides discretionary portfolio management services through a bundled wrap fee program primarily using mutual funds, exchange-traded funds, and individual stocks. Portfolios are constructed using modern portfolio theory principles alongside customizable value-based or faith-based screening options. In addition to managing investments, StrongTower Wealth Management offers broad-based or targeted financial planning services. The firm serves individuals, high-net-worth individuals, trusts, and charitable organizations, with a typical minimum account size requirement of $200,000.

Assets Under Management$130M
Clients380
Advisors4
Avg. per Client$330K
Avg. per Advisor$31M

Fee Structure

Minimum Investment:$200K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee is based on a percentage of assets not to exceed 1.50% annually, subject to a minimum monthly fee of $200. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

4 Advisors at this firm