Strategic Wealth Solutions (SWS) provides ongoing portfolio management based on individual client goals and risk tolerance. SWS creates an Investment Policy Statement for each client. SWS also offers pension consulting services and financial planning, including investment, insurance, tax, retirement, college, and debt/credit planning. SWS primarily recommends ETFs but may use other securities to diversify portfolios.
Assets Under Management$25M
Clients80
Advisors3
Avg. per Client$310K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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