Assets Under Management
$4.9B
Number of Clients
4,979
Number of Advisors
71
Average Client AUM
$985K
AUM per Advisor
$69.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Stratos Wealth Advisors provides various advisory services including advisor-managed accounts, asset allocation programs, TPIA programs, and financial planning. Services are offered through a network of independent contractor IARs. Custodians include Fidelity and Schwab. Financial planning includes flat fee plans, subscription services, and hourly consulting.
3750 Park East Drive, Suite 200, Beachwood, OH, 44122