Strategic Wealth Management (SWM) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. SWM creates an Investment Policy Statement for each client. SWM also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. Financial planning is complimentary to existing clients.
Assets Under Management$79M
Clients181
Advisors4
Avg. per Client$440K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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