Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$226,890,000
Total clients
523
0% high-net worth
Total advisors
6
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
87
Average account size
$433,824
Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services, maintaining a stated minimum account size of $250,000. Several advisers are also engaged in tax-preparation activities through an affiliated tax business, and the firm may recommend outside or separate account managers to complement its services.
The firm develops individualized strategies based on clients’ risk tolerance and goals, using managed models, ongoing monitoring, and periodic rebalancing to respond to changing circumstances. Its stated approach includes tax-aware portfolio construction and retirement-income planning, with an emphasis on aligning investment strategy to each client’s long-term objectives.
Distinctive features include the firm’s integrated tax-preparation capability—an affiliated operation that has historically prepared thousands of returns—and advisers who are licensed to sell life insurance and receive separate compensation for insurance products. The founders’ backgrounds in institutional money management and bank-client portfolio modeling also inform a structured, governance-oriented investment process that differs from many peers of similar size.
$0 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.60%
Commission-based compensation may occur for insurance products; fees are separate from AUM fees.
Account minimum: $250,000
Structured Wealth Management, Inc.
2778 Centennial Road, Ste A
Toledo OH 43617, United States
Number of offices
2
Michigan · Ohio · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Toledo, OH
Structured Wealth Management, Inc.
Series 63, Series 65
Temperance, MI
Structured Wealth Management, Inc.
Series 63, Series 65
Toledo, OH
Structured Wealth Management, Inc.
Series 63
Toledo, OH
Structured Wealth Management, Inc.
Series 65, Series 66
Toledo, OH
Structured Wealth Management, Inc.
Series 66
Toledo, OH
Structured Wealth Management, Inc.
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