Strategic Wealth Capital offers financial planning, investment consulting for retirement plans, and investment management services. Financial planning covers various areas like retirement, estate, cash flow, and tax planning. Investment management is tailored to each client's objectives and can be discretionary or non-discretionary. SWC also assists clients in selecting third-party money managers.
Assets Under Management$210M
Clients62
Advisors2
Avg. per Client$3.3M
Avg. per Advisor$100M
www.linkedin.com/company/strategicwealthcapital ·www.linkedin.com/in/cfpmba ·strategicwealthcapital.com
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The Adviser charges an annual fee of up to 2.00% of assets under management. The Adviser may choose to charge a lower asset-based fee at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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