Strategic Wealth Partners manages investment portfolios and provides financial planning for individuals, high-net-worth clients, and retirement plans. The firm primarily offers portfolio management by selecting and recommending third-party investment managers, sub-advisers, and turnkey asset management platforms. Strategic Wealth Partners conducts due diligence and monitors the performance of these third-party managers while assisting clients with allocation recommendations. In addition to investment management, the firm provides standalone financial planning and consulting services covering estate planning and insurance planning. Strategic Wealth Partners operates as a fiduciary, meaning the firm is legally required to act in your best interest. Some representatives of Strategic Wealth Partners also operate as independent insurance agents and can earn commissions from selling insurance products, creating a potential conflict of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.55% |
Total annual fee includes a 0.55% portfolio management fee for third-party managers. A minimum annual household fee of 1.00% applies to all advisory relationships.