Strategic Wealth Capital, LLC provides comprehensive financial planning and investment management services primarily through wrap fee programs on a discretionary basis. The firm helps clients evaluate their overall financial situation through personalized analyses covering investment planning, retirement projections, tax planning strategies, risk management, estate planning, education funding, and debt management. Investment portfolios are tailored to each client's specific objectives and are often managed by allocating assets across third-party money managers, model portfolios, exchange-traded funds, and mutual funds. Strategic Wealth Capital primarily serves high-net-worth individuals, families, business owners, and corporate executives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual investment management fee is up to 2.00% of assets under management, billed monthly in advance. Fees may vary based on client circumstances, account size, and service needs.