Strategic Wealth Partners (SWP) offers investment advice, portfolio management, and financial planning. SWP selects third-party investment managers and may directly manage client assets. Financial planning includes a detailed written report to help clients achieve their financial goals. SWP also provides investment management services to retirement plans. SWP is committed to acting in the client's best interest.
Fee Structure
Strategic Wealth Partners charges a percentage of your portfolio's value each year. This fee covers the services of your financial professional and SWP. If third-party managers are used, their fees are also covered, up to a maximum total annual fee of 2.50%. A minimum annual household fee of 1.00% applies to all advisory relationships. The specific fee schedule is documented in your advisory agreement.