Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SWP offers various advisory services with different fee structures. Clients may pay a management fee plus transaction charges (non-wrap) or a single wrap fee. Financial planning services are available for a flat fee, subscription, or hourly rate. A minimum account value of $10,000 is generally required for advisor-managed accounts, but this may be lower in certain instances. Hourly consulting fees are charged by IARs.
Areas of Practice
Advisor Information
Office location
893 N Countyline St, Fostoria, OH, 44830
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron operates Financial Design as a DBA for his LPL business and is the owner of BMS Financial Design Agency of Ohio, an insurance agency. He also provides investment advisory services through Stratos Wealth Partners, dedicating nearly full-time hours to this activity.