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
Westview Village, 5100 Buckeystown Pike, Suite 245, Frederick, MD, 21704
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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.
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Andrew is affiliated with Stratos Wealth Partners as an IAR and LPL business, dedicating full-time hours to securities trading and investment advisory services. He also owns BPM, LLC (a pass-through entity) and 1772 Productions LLC, and is a notary in Maryland, spending about 10-20% of his time on the latter LLC.