Strongtower Wealth Management, Plc
Assets Under Management
$110.5M
Number of Clients
312
Number of Advisors
5
Average Client AUM
$354K
AUM per Advisor
$22.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
StrongTower Wealth Management provides discretionary portfolio management through a wrap-fee program and financial planning services tailored to individual needs. They manage portfolios using modern portfolio theory with adjustments and offer various investment management styles. The firm primarily advises on mutual funds, ETFs, and stocks.
Fee Structure
The fee for portfolio management is the greater of a percentage of assets (not exceeding 1.50% annually) or a minimum monthly fee of $200, which advisors can waive or decrease. Financial planning fees can be fixed, monthly subscription, or included with the AUM fee, and are negotiable. Clients may also incur fees and expenses charged by mutual funds and ETFs. A minimum account size of $200,000 is generally required, but exceptions can be made.
Areas of Practice
Location
450 W. Grand Ave, Hot Springs, AR, 71901