Strategic Wealth Investment Group, LLC
Assets Under Management
$1.1B
Number of Clients
4,628
Number of Advisors
29
Average Client AUM
$240K
AUM per Advisor
$38.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Strategic Wealth Investment Group, LLC provides ongoing portfolio management based on client goals, objectives, time horizon, and risk tolerance. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily invest in mutual funds, equities, bonds, ETFs, REITs, and insurance products.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Investment advisory fees are based on assets under management, as detailed in the fee table. These fees are negotiable. Financial planning fees are also negotiable and are paid in advance, but never more than six months in advance. There is a minimum account size of $25,000, which may be waived.
Areas of Practice
Location
FL, United States