Facts and Insights
STRATEGIC WEALTH MANAGEMENT LLC is a well-known financial management firm that provides expert guidance and strategies to help clients achieve their financial goals. With a team of highly skilled and knowledgeable advisors, the firm has been serving a diverse clientele for several years.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
| 2010 | $1 billion | 20 |
| 2015 | $2 billion | 30 |
As shown in the table above, STRATEGIC WEALTH MANAGEMENT LLC has experienced continuous growth in its assets under management and number of advisors since its establishment in 2005.
Financial Services Offered
The firm offers a wide range of financial services to cater to the individual needs of its clients. These services include:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
- Charitable giving
Client Types
STRATEGIC WEALTH MANAGEMENT LLC serves a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
- Non-profit organizations
Fees & Compensation
The compensation of the advisors at STRATEGIC WEALTH MANAGEMENT LLC is based on a fee-only structure, meaning they do not earn commissions from the sale of financial products. This ensures that the advisors have no conflicts of interest and are solely focused on providing the best financial advice for their clients.
Background
The team at STRATEGIC WEALTH MANAGEMENT LLC includes experienced and highly educated professionals who have a deep understanding of the financial industry and its complexities. They hold various certifications and licenses, including CFP® (Certified Financial Planner), CFA® (Chartered Financial Analyst), and CPA (Certified Public Accountant).
Financial Advisor Disclosures to Know
When working with any financial advisor, it is essential to be aware of any potential conflicts of interest or disciplinary actions. Here are the disclosures to know about STRATEGIC WEALTH MANAGEMENT LLC:
- No disclosures have been reported for the firm or any of its advisors.