Stratia Wealth Management (SWM) provides investment management and financial planning services to individuals, high net worth individuals, and businesses. SWM offers ongoing asset management, where they make investment decisions for you, and asset advisement, where they provide recommendations but you make the final decisions. Financial planning services include full financial plans and consulting on individual topics. SWM requires a minimum of $1,000,000 to open and maintain an account, though this may be waived in some cases.
Fee Structure
Stratia Wealth Management (SWM) charges a fee based on the value of your portfolio. The annual fee will be no more than 2.0%. This fee is negotiable. Fees are billed quarterly. SWM also offers services where they provide investment recommendations, but you make the final decisions. The annual fee for this service will also be no more than 2.0%, billed quarterly.