Timothy Michael Mcgannon

Strategic Wealth Partners, Ltd.

42 Years of Experience

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Firm Information

Strategic Wealth Partners, Ltd.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

19 advisors

Number of Clients

1,778 clients

Average Client Portfolio

$745K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Financial Plan Fee:From $3,000

Hourly Rate:Up to $500/hr

Comprehensive Portfolio Management fees range from 0.20% to 2.00% annually, depending on account size and complexity. Fees are negotiable and may be charged at a flat rate. Financial planning and retirement plan consulting are billed hourly (up to $500/hour) or as a flat fee (minimum $3,000). OCIO services range from 0.20% to 0.70% annually. Tax preparation has a minimum fee of $500. A household administration fee of $15 per month may apply.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

12600 Deerfield Parkway, Suite 100, Alpharetta, GA, 30004

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Regulatory History

Clean regulatory record

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.