Strategic Wealth Partners, Ltd.

Strategic Wealth Partners, Ltd. is a registered investment adviser based in Ohio, established in 2008. The firm specializes in providing asset management and investment consulting services for individuals, high net worth individuals, pension and profit-sharing plans, foundations, and corporate accounts. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include Comprehensive Portfolio Management, Financial Planning & Consulting, Retirement Plan Consulting, and Outsourced Chief Investment Officer Services. For Comprehensive Portfolio Management, fees range from 0.20% to 2.00% annually, based on assets under management, with a tiered fee schedule. Financial Planning & Consulting fees are charged on an hourly or flat fee basis, with a minimum fee of $3,000. Retirement Plan Consulting fees are based on a percentage of Plan assets under management or a flat fee. The firm does not charge performance-based fees and requires a minimum account balance of $500,000 for Comprehensive Portfolio Management. Investment strategies include Long-Term Trading and Short-Term Trading, with a focus on reducing risk through diversification. The firm uses fundamental and technical analysis methods. Clients have the option to grant investment discretion to the firm. Strategic Wealth Partners does not accept proxy authority to vote client securities and does not have custody of client funds or securities. The firm maintains client privacy and security measures in compliance with federal law.