Advisor at Strategic Wealth Management Solutions, Llc
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 Management Solutions, Llc
Location
Southern Shores, NC
Credentials
CFA®
Industry experience
16 years
$300 per hour, negotiable
Fixed fee of 0.75% of AUM plus 5% of positive net investment return during the calendar year; applicable to qualified clients with at least $1,000,000 under management or $2,000,000 net worth
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $4,000 for clients without $1,000,000 in assets under management
Strategic Wealth Management Solutions, Llc
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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