Strategic Wealth Partners, Ltd.

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Assets Under Management

$1.3B

Number of Clients

1,778

Number of Advisors

Average Client AUM

$745K

AUM per Advisor

$69.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Strategic Wealth Partners offers asset management and investment consulting services to individuals and other clients. Services include comprehensive portfolio management with financial planning, standalone financial planning & consulting, retirement plan consulting, and outsourced chief investment officer services. The firm acts as a fiduciary, prioritizing client interests.

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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