Strategic Wealth Solutions offers financial planning and personalized investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Financial planning includes cash flow, education, retirement, investment, risk management, tax, estate, and business succession planning. Investment management involves creating a tailored portfolio with continuous supervision and rebalancing. Strategic Wealth Solutions has a subadvisory agreement with AE Wealth Management, LLC.
Assets Under Management$10M
Clients75
Advisors1
Avg. per Client$130K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.60% |
| $750K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.10% |
| $3M+ | 0.85% |
AE Wealth Management retains 0.60% of the fee. Some Model Managers receive a fee between 0.10% and 0.55% in addition to the fee retained by AEWM. Fees are billed monthly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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