Advisor at Strategic Wealth Partners, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Wealth Partners, Ltd.
Location
Independence, OH 44131-6829
Credentials
CFA®
Industry experience
8 years
Peter Brunton is a CFA® charterholder and financial advisor with eight years of industry experience. He has been with Strategic Wealth Partners, Ltd. since 2017 and previously worked at Wealth Design Services from 2015 to 2017. Strategic Wealth Partners, Ltd. serves individuals, pension and profit-sharing plans, foundations, and corporate accounts by providing portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services. The firm manages approximately $1.3 billion with a team of 19 advisors, employing a diversified investment approach that incorporates fundamental, technical, and charting analysis across various asset types.
Based on Strategic Wealth Partners, Ltd.
Based on Strategic Wealth Partners, Ltd.
Minimum fee for financial plan is $3,000; Retirement Plan Consulting flat minimum fee $3,000; Tax Preparation minimum fee $500.
$0 - : no explicit minimum stated for first tier but implied from $0: 0.20% to 2.00% annually (tiered schedule, exact tiers not explicitly detailed in brochure)
Up to $500 per hour for Financial Planning and Retirement Plan Consulting services.
Account minimum: $500,000 Fee-only: Financial Planning: Hourly up to $500/hour, minimum financial plan fee $3,000; Retirement Plan Consulting: hourly up to $500/hour or flat fee or up to 2.00% of plan assets; Flat fee minimum $3,000.
5005 Rockside Road, Suite 1200
Independence, OH 44131-6829
California · Massachusetts · New York · Ohio · Texas
Strategic Wealth Partners
2017 - Present (9 years)
Wealth Design Services
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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