Strategic Wealth Management Group offers ongoing portfolio management tailored to each client's specific goals, risk tolerance, and time horizon. The firm evaluates clients' investments, creates personalized investment strategies, and builds diversified portfolios using mutual funds, fixed income securities, real estate funds, insurance products, equities, and exchange-traded funds. Additionally, Strategic Wealth Management Group provides consulting services to employer-sponsored retirement plans, acting as a fiduciary to help select and monitor plan investments. The firm operates on a fee basis, charging a percentage of the assets under management, and offers complimentary financial planning services as needed. Strategic Wealth Management Group works with individual retail clients, high-net-worth individuals, pension and profit-sharing plans, and cash balance plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on the needs of the client and complexity of the situation.