Strategic Wealth Management Group (SWM) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. SWM also offers consulting services to pension or other employee benefit plans. Financial planning services are offered to clients as needed and are complimentary. SWM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, third-party managers, insurance products including annuities, equities and ETFs.
Assets Under Management$9.9M
Clients71
Advisors2
Avg. per Client$140K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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