Strategic Wealth Partners (SWP) offers asset management and investment consulting services to individuals, high-net-worth individuals, pension and profit-sharing plans, foundations, and corporate accounts. SWP provides comprehensive portfolio management, financial planning, and retirement plan consulting. SWP also offers Outsourced Chief Investment Officer (OCIO) services to third-party investment advisory firms, banks and other financial institutions. SWP aims to help clients meet their financial goals while being sensitive to risk tolerance and time horizons.
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.