Stratos Wealth Partners, Ltd
Assets Under Management
$14.5B
Number of Clients
21,699
Number of Advisors
356
Average Client AUM
$667K
AUM per Advisor
$40.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Stratos Wealth Partners (SWP) offers advisory services through IARs, who are often independent contractors. SWP provides advisor-managed wrap and non-wrap programs, asset allocation programs, third-party advisory programs, and financial planning. They work with custodians like LPL Financial, Fidelity, and Schwab. SWP also offers customized portfolios and model-based 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
Location
3750 Park East Dr, Ste 200, Beachwood, OH, 44122