Strategic Wealth Management Solutions, Llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$40,816,335
Total clients
25
40% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$1,632,653
Client services
Fee options
$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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Strategic Wealth Management Solutions, Llc
Southern Shores NC, United States
Number of offices
1
Forms ADV
Quick links
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