Derek Gabrielsen is a registered investment advisor at Strategic Wealth Partners, LTD., based in Independence, OH, with 14 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,778 clients with $1.3B in assets under management.
Compensation
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Fee Structure
Strategic Wealth Partners (SWP) manages investment portfolios for clients, charging an annual fee based on the value of the assets managed. The fees range from 0.20% to 2.00% depending on the size and complexity of the account. The fee percentage decreases as the account size increases. Fees are negotiable and may be charged at a flat rate. Fees are typically paid quarterly in advance, based on the value of the assets at the end of the previous quarter.
Location
5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Strategic Wealth Partners, LTD.
State Registrations2 states
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