Strategic Financial Concepts (SFC) provides personalized investment advice and financial planning to individuals, pension plans, trusts, estates, charities, corporations, and other entities. SFC offers services like retirement planning, education planning, tax planning, and investment management. SFC may recommend third-party money managers or LPL Financial sponsored advisory programs. Individuals associated with SFC may also be registered representatives of LPL Financial.
Assets Under Management$1B
Clients3,290
Advisors37
Avg. per Client$310K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
37 Advisors at this firm
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