Stratos Wealth Partners (SWP) is a registered investment advisor that provides advisory services through its investment advisor representatives (IARs). Most IARs are independent contractors and may have their own business entities. SWP offers various services, including advisor-managed programs, asset allocation programs, third-party investment advisor programs, and financial planning. SWP has agreements with LPL Financial, Fidelity, and Charles Schwab as broker-dealer custodians.
Fee Structure
Stratos Wealth Partners (SWP) offers investment management through Strategic Wealth Management (SWM) accounts and other advisor-managed, non-wrap accounts.
With SWM and other advisor-managed, non-wrap accounts, you'll pay an advisory fee to SWP, plus transaction charges for each trade. The maximum annual advisory fee is 2.0% of the assets managed. In limited cases, SWP may apply a flat fee to provide asset management services, but the maximum flat fee will be no more than 2.0% of the assets under management.
A minimum account value of $10,000 is required for SWM and other advisor-managed, non-wrap accounts; however, in certain instances, the minimum account size may be lower.