Structure Wealth Partners offers portfolio management services designed to help clients achieve their financial goals. They develop individualized investment policy statements, establish investment strategies, construct and monitor asset allocations, and make adjustments as needed. They also offer financial planning services as either a one-time engagement or as part of an ongoing financial planning relationship. They may engage third-party investment managers to manage client portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.99% |
Fees are negotiable. SWP may pay sub-advisors or TPM for use of their platform out of this fee or the TPM fee may be charged directly to the client account. If SWP determines to utilize the services of SyntheticFi, they charge an Annual Management fee of 0.50% of the loan amount.