Strategic Wealth Investments provides investment management services where they make investment decisions for you. They also offer financial planning covering topics like retirement, taxes, and estate planning. SWI may invest client assets in model portfolios developed by a third-party and offered through the custodian. Seminars and workshops are also offered to educate the public.
Assets Under Management$7.4M
Clients60
Advisors1
Avg. per Client$120K
Avg. per Advisor$7.4M
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Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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