Strategic Wealth Management, LLC

Strategic Wealth Management, LLC is an independent registered investment adviser established in 2014 by Matthew Condit. The firm offers Comprehensive Portfolio Management services, including asset management and financial planning, tailored to meet clients' financial goals. Investment strategies may include ETFs, mutual funds, individual stocks, and bonds. Additionally, the firm provides financial planning and consulting services covering various areas such as investment, retirement, estate planning, and tax planning. Strategic Wealth Management may utilize the sub-advisory services of third-party firms to aid in implementing investment portfolios. For Comprehensive Portfolio Management, fees range from 0.50% to 1.00% based on assets under management, billed quarterly in advance. Financial planning services are charged on an hourly or flat fee basis, ranging from $80 to $300 per hour or $750 to $15,000 flat fee. The firm does not participate in performance-based fees and does not have a minimum account requirement. Clients may incur transaction fees for trades executed by their custodian. The firm does not have custody of client funds and does not accept proxy authority to vote client securities. Strategic Wealth Management acts as a fiduciary, always prioritizing clients' best interests. For more information, clients can contact Matthew Condit, Chief Compliance Officer.