Full Court Strategic Wealth offers personalized investment management and financial planning services to individuals, high net worth individuals, business entities, trusts, and estates. Full Court Strategic Wealth operates primarily on a non-discretionary basis, meaning clients must approve investment recommendations before trades are executed. The firm also offers joint advisory arrangements where a separate third-party manager handles day-to-day portfolio trading while Full Court Strategic Wealth serves as the primary contact and helps coordinate financial planning. In addition to portfolio oversight, Full Court Strategic Wealth provides standalone or integrated financial planning covering estate planning, insurance, and investment consulting. The firm has no account minimum requirements and works with Charles Schwab as its primary custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range from 0.25% to 1.00% based on various objective and subjective factors. For joint advisory arrangements, Full Court Strategic Wealth charges 0.20% to 0.50% in addition to the third-party manager's fee.