Strategic Wealth Management provides personalized investment management and financial planning services to individuals and high net worth clients. The firm offers both discretionary and non-discretionary portfolio management, tailoring investment strategies to each client's specific goals, time horizons, and risk tolerance. In addition to managing investments, Strategic Wealth Management develops full financial plans covering net worth statements, cash flow analysis, long-term investments, and estate preservation, as well as targeted consultations for specific topics. The firm operates as a registered investment advisor based in Lillington, North Carolina, founded and owned by Ahmed I Monley.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.75% |
Fees are negotiable based on criteria such as historical relationships, asset types, and anticipated future assets.