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",{"_uid":1296,"text":1297,"title":1352,"component":1221},"b39f27aa-94dc-4ca3-8bd9-2637f67fff5f",{"type":15,"content":1298},[1299],{"type":825,"content":1300},[1301,1312,1321,1332,1341],{"type":828,"content":1302},[1303],{"type":18,"attrs":1304,"content":1305},{"textAlign":34},[1306,1310],{"text":1307,"type":22,"marks":1308},"Advisor-led, personalised service",[1309],{"type":38},{"text":1311,"type":22}," (tailored to goals and risk)",{"type":828,"content":1313},[1314],{"type":18,"attrs":1315,"content":1316},{"textAlign":34},[1317],{"text":1318,"type":22,"marks":1319},"Investment + financial planning combined",[1320],{"type":38},{"type":828,"content":1322},[1323],{"type":18,"attrs":1324,"content":1325},{"textAlign":34},[1326,1330],{"text":1327,"type":22,"marks":1328},"Flexible planning options",[1329],{"type":38},{"text":1331,"type":22}," (one-off plan or ongoing 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0.50%–1.00%)",{"type":828,"content":1371},[1372],{"type":18,"attrs":1373,"content":1374},{"textAlign":34},[1375,1379],{"text":1376,"type":22,"marks":1377},"Costs vary by service and program",[1378],{"type":38},{"text":1380,"type":22}," (less predictable overall)",{"type":828,"content":1382},[1383],{"type":18,"attrs":1384,"content":1385},{"textAlign":34},[1386,1390],{"text":1387,"type":22,"marks":1388},"Third-party minimums may apply",[1389],{"type":38},{"text":1391,"type":22}," ($15K–$250K depending on program)","Cons",{"_uid":1394,"text":1395,"title":1465,"component":1221},"62de4bbe-bab3-4da2-a830-5665138e2fa8",{"type":15,"content":1396},[1397],{"type":825,"content":1398},[1399,1410,1421,1432,1443,1454],{"type":828,"content":1400},[1401],{"type":18,"attrs":1402,"content":1403},{"textAlign":34},[1404,1408],{"text":1405,"type":22,"marks":1406},"Investors wanting personalised advice",[1407],{"type":38},{"text":1409,"type":22}," advisor-led, tailored to goals & risk",{"type":828,"content":1411},[1412],{"type":18,"attrs":1413,"content":1414},{"textAlign":34},[1415,1419],{"text":1416,"type":22,"marks":1417},"People needing both investing & financial planning",[1418],{"type":38},{"text":1420,"type":22}," integrated service",{"type":828,"content":1422},[1423],{"type":18,"attrs":1424,"content":1425},{"textAlign":34},[1426,1430],{"text":1427,"type":22,"marks":1428},"Individuals or families with broader financial needs",[1429],{"type":38},{"text":1431,"type":22}," retirement, tax, estate, insurance",{"type":828,"content":1433},[1434],{"type":18,"attrs":1435,"content":1436},{"textAlign":34},[1437,1441],{"text":1438,"type":22,"marks":1439},"Business owners & professionals",[1440],{"type":38},{"text":1442,"type":22}," more complex financial situations",{"type":828,"content":1444},[1445],{"type":18,"attrs":1446,"content":1447},{"textAlign":34},[1448,1452],{"text":1449,"type":22,"marks":1450},"Clients who want flexibility",[1451],{"type":38},{"text":1453,"type":22}," ongoing advice, one-off plans, or third-party managers",{"type":828,"content":1455},[1456],{"type":18,"attrs":1457,"content":1458},{"textAlign":34},[1459,1463],{"text":1460,"type":22,"marks":1461},"Those preferring a traditional advisor relationship",[1462],{"type":38},{"text":1464,"type":22}," not robo-advisors","Who is Strategic Wealth Management best for?",{"id":1467,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1468,"copyright":12,"fieldtype":1469,"meta_data":1470,"is_external_url":543},140669206572925,"https://a.storyblok.com/f/185166/200x200/75e63da0c9/strategic-wealth-management-review.jpg","asset",{},"Strategic Wealth Management","https://v2.unbiased.com/inquiry/financial-advisor/primary-areas","Match with an advisor ","company-summary-box","Not sure if Strategic Wealth Managaement suits your needs? Let Unbiased find a financial advisor that does",{"_uid":1477,"data":1478,"component":1059},"761a0500-7d17-4b7d-addf-be739295668d",{"type":15,"content":1479},[1480,1489,1497,1505,1513,1523,1605,1614,1664,1673,1681,1689,1698,1748,1757,1791,1800,1850,1859,1867,1876,1884],{"type":764,"attrs":1481,"content":1482},{"level":766,"textAlign":34},[1483],{"text":1484,"type":22,"marks":1485},"What are the pros and cons of Strategic Wealth Management?",[1486,1488],{"type":129,"attrs":1487},{"color":773},{"type":38},{"type":18,"attrs":1490,"content":1491},{"textAlign":34},[1492],{"text":1493,"type":22,"marks":1494},"Strategic Wealth Management emphasizes advisor-led investment management combined with broader financial planning, which can appeal to investors who value ongoing advice and flexible planning support. ",[1495],{"type":129,"attrs":1496},{"color":773},{"type":18,"attrs":1498,"content":1499},{"textAlign":34},[1500],{"text":1501,"type":22,"marks":1502},"Its strengths centre on personalized service and integrated planning, while potential drawbacks relate to higher costs than automated platforms and varying fees and minimums depending on the services used.",[1503],{"type":129,"attrs":1504},{"color":773},{"type":18,"attrs":1506,"content":1507},{"textAlign":34},[1508],{"text":1509,"type":22,"marks":1510},"Here is a closer look at the pros and cons of Strategic Wealth Management. ",[1511],{"type":129,"attrs":1512},{"color":773},{"type":764,"attrs":1514,"content":1516},{"level":1515,"textAlign":34},3,[1517],{"text":1518,"type":22,"marks":1519},"Pros of Strategic Wealth Management:",[1520,1522],{"type":129,"attrs":1521},{"color":773},{"type":38},{"type":825,"content":1524},[1525,1541,1557,1573,1589],{"type":828,"content":1526},[1527],{"type":18,"attrs":1528,"content":1529},{"textAlign":34},[1530,1536],{"text":1531,"type":22,"marks":1532},"Advisor-led, relationship-based service: ",[1533,1535],{"type":129,"attrs":1534},{"color":773},{"type":38},{"text":1537,"type":22,"marks":1538},"Clients work directly with a financial advisor rather than an automated platform, allowing portfolios and plans to be tailored to individual goals, circumstances, and risk tolerance. ",[1539],{"type":129,"attrs":1540},{"color":773},{"type":828,"content":1542},[1543],{"type":18,"attrs":1544,"content":1545},{"textAlign":34},[1546,1552],{"text":1547,"type":22,"marks":1548},"Integrated investment management and planning: ",[1549,1551],{"type":129,"attrs":1550},{"color":773},{"type":38},{"text":1553,"type":22,"marks":1554},"Portfolio management is combined with financial planning and consulting rather than treated as a standalone service. ",[1555],{"type":129,"attrs":1556},{"color":773},{"type":828,"content":1558},[1559],{"type":18,"attrs":1560,"content":1561},{"textAlign":34},[1562,1568],{"text":1563,"type":22,"marks":1564},"Flexible planning engagement options: ",[1565,1567],{"type":129,"attrs":1566},{"color":773},{"type":38},{"text":1569,"type":22,"marks":1570},"Financial planning and consulting can be delivered as a written financial plan or as ongoing consulting, depending on the client’s preference.",[1571],{"type":129,"attrs":1572},{"color":773},{"type":828,"content":1574},[1575],{"type":18,"attrs":1576,"content":1577},{"textAlign":34},[1578,1584],{"text":1579,"type":22,"marks":1580},"No firm-wide account minimum for advisory relationships: ",[1581,1583],{"type":129,"attrs":1582},{"color":773},{"type":38},{"text":1585,"type":22,"marks":1586},"The firm does not impose a minimum asset requirement to open or maintain an advisory account. This lack of minimum can make its core services accessible to a wider range of clients. ",[1587],{"type":129,"attrs":1588},{"color":773},{"type":828,"content":1590},[1591],{"type":18,"attrs":1592,"content":1593},{"textAlign":34},[1594,1600],{"text":1595,"type":22,"marks":1596},"Access to third-party portfolio managers when needed: ",[1597,1599],{"type":129,"attrs":1598},{"color":773},{"type":38},{"text":1601,"type":22,"marks":1602},"Through sponsored advisory programs, clients can use external portfolio managers for discretionary management while still working with a Strategic Wealth advisor for selection and oversight. ",[1603],{"type":129,"attrs":1604},{"color":773},{"type":764,"attrs":1606,"content":1607},{"level":1515,"textAlign":34},[1608],{"text":1609,"type":22,"marks":1610},"Cons of Strategic Wealth Management:",[1611,1613],{"type":129,"attrs":1612},{"color":773},{"type":38},{"type":825,"content":1615},[1616,1632,1648],{"type":828,"content":1617},[1618],{"type":18,"attrs":1619,"content":1620},{"textAlign":34},[1621,1627],{"text":1622,"type":22,"marks":1623},"Fees are higher than automated platforms: ",[1624,1626],{"type":129,"attrs":1625},{"color":773},{"type":38},{"text":1628,"type":22,"marks":1629},"Asset-based fees for comprehensive portfolio management range from 0.50% to 1.00% annually, which is generally higher than the fees charged by robo-advisors or fully automated services. ",[1630],{"type":129,"attrs":1631},{"color":773},{"type":828,"content":1633},[1634],{"type":18,"attrs":1635,"content":1636},{"textAlign":34},[1637,1643],{"text":1638,"type":22,"marks":1639},"Costs can vary by service type and program: ",[1640,1642],{"type":129,"attrs":1641},{"color":773},{"type":38},{"text":1644,"type":22,"marks":1645},"Fees differ across portfolio management, financial planning engagements, and LPL-sponsored advisory programs, making overall costs less predictable without reviewing individual agreements. ",[1646],{"type":129,"attrs":1647},{"color":773},{"type":828,"content":1649},[1650],{"type":18,"attrs":1651,"content":1652},{"textAlign":34},[1653,1659],{"text":1654,"type":22,"marks":1655},"Third-party program minimums may apply: ",[1656,1658],{"type":129,"attrs":1657},{"color":773},{"type":38},{"text":1660,"type":22,"marks":1661},"LPL Financial-sponsored advisory programs have minimum investment requirements ranging from $15,000 to $250,000, depending on the program. ",[1662],{"type":129,"attrs":1663},{"color":773},{"type":764,"attrs":1665,"content":1666},{"level":766,"textAlign":34},[1667],{"text":1668,"type":22,"marks":1669},"Strategic Wealth Management fees: How much does Strategic Wealth Management cost?",[1670,1672],{"type":129,"attrs":1671},{"color":773},{"type":38},{"type":18,"attrs":1674,"content":1675},{"textAlign":34},[1676],{"text":1677,"type":22,"marks":1678},"Strategic Wealth Management’s pricing depends on which service a client uses. ",[1679],{"type":129,"attrs":1680},{"color":773},{"type":18,"attrs":1682,"content":1683},{"textAlign":34},[1684],{"text":1685,"type":22,"marks":1686},"Here is a breakdown.",[1687],{"type":129,"attrs":1688},{"color":773},{"type":764,"attrs":1690,"content":1691},{"level":1515,"textAlign":34},[1692],{"text":1693,"type":22,"marks":1694},"Comprehensive Portfolio Management:",[1695,1697],{"type":129,"attrs":1696},{"color":773},{"type":38},{"type":825,"content":1699},[1700,1716,1732],{"type":828,"content":1701},[1702],{"type":18,"attrs":1703,"content":1704},{"textAlign":34},[1705,1711],{"text":1706,"type":22,"marks":1707},"Annual management fee:",[1708,1710],{"type":129,"attrs":1709},{"color":773},{"type":38},{"text":1712,"type":22,"marks":1713}," Sliding scale ranging from 0.50% to 1.00% based on assets under management (AUM). ",[1714],{"type":129,"attrs":1715},{"color":773},{"type":828,"content":1717},[1718],{"type":18,"attrs":1719,"content":1720},{"textAlign":34},[1721,1727],{"text":1722,"type":22,"marks":1723},"Billing: ",[1724,1726],{"type":129,"attrs":1725},{"color":773},{"type":38},{"text":1728,"type":22,"marks":1729},"Quarterly in advance, pro-rated based on account value at the end of the prior quarter. ",[1730],{"type":129,"attrs":1731},{"color":773},{"type":828,"content":1733},[1734],{"type":18,"attrs":1735,"content":1736},{"textAlign":34},[1737,1743],{"text":1738,"type":22,"marks":1739},"Payment: ",[1740,1742],{"type":129,"attrs":1741},{"color":773},{"type":38},{"text":1744,"type":22,"marks":1745},"Typically deducted from the managed account; fees are described as negotiable and disclosed in the client agreement. ",[1746],{"type":129,"attrs":1747},{"color":773},{"type":764,"attrs":1749,"content":1750},{"level":1515,"textAlign":34},[1751],{"text":1752,"type":22,"marks":1753},"LPL Financial sponsored advisory program fees:",[1754,1756],{"type":129,"attrs":1755},{"color":773},{"type":38},{"type":825,"content":1758},[1759,1775],{"type":828,"content":1760},[1761],{"type":18,"attrs":1762,"content":1763},{"textAlign":34},[1764,1770],{"text":1765,"type":22,"marks":1766},"Program fee: ",[1767,1769],{"type":129,"attrs":1768},{"color":773},{"type":38},{"text":1771,"type":22,"marks":1772},"Varies by program, up to 2.00%.",[1773],{"type":129,"attrs":1774},{"color":773},{"type":828,"content":1776},[1777],{"type":18,"attrs":1778,"content":1779},{"textAlign":34},[1780,1786],{"text":1781,"type":22,"marks":1782},"Billing:",[1783,1785],{"type":129,"attrs":1784},{"color":773},{"type":38},{"text":1787,"type":22,"marks":1788}," Billed quarterly in advance; the specific fee is disclosed in the applicable program materials and is described as negotiable. ",[1789],{"type":129,"attrs":1790},{"color":773},{"type":764,"attrs":1792,"content":1793},{"level":1515,"textAlign":34},[1794],{"text":1795,"type":22,"marks":1796},"Financial planning and consulting fees:",[1797,1799],{"type":129,"attrs":1798},{"color":773},{"type":38},{"type":825,"content":1801},[1802,1818,1834],{"type":828,"content":1803},[1804],{"type":18,"attrs":1805,"content":1806},{"textAlign":34},[1807,1813],{"text":1808,"type":22,"marks":1809},"Hourly fees:",[1810,1812],{"type":129,"attrs":1811},{"color":773},{"type":38},{"text":1814,"type":22,"marks":1815}," $80 to $300 per hour. ",[1816],{"type":129,"attrs":1817},{"color":773},{"type":828,"content":1819},[1820],{"type":18,"attrs":1821,"content":1822},{"textAlign":34},[1823,1829],{"text":1824,"type":22,"marks":1825},"Flat fees: ",[1826,1828],{"type":129,"attrs":1827},{"color":773},{"type":38},{"text":1830,"type":22,"marks":1831},"Generally, $750 to $15,000, depending on scope and complexity. ",[1832],{"type":129,"attrs":1833},{"color":773},{"type":828,"content":1835},[1836],{"type":18,"attrs":1837,"content":1838},{"textAlign":34},[1839,1845],{"text":1840,"type":22,"marks":1841},"Retainer:",[1842,1844],{"type":129,"attrs":1843},{"color":773},{"type":38},{"text":1846,"type":22,"marks":1847}," Typically 50% upfront, with the remainder due upon delivery of the plan or consultation; the retainer will not exceed $1,200 if services cannot be rendered within six months. ",[1848],{"type":129,"attrs":1849},{"color":773},{"type":764,"attrs":1851,"content":1852},{"level":1515,"textAlign":34},[1853],{"text":1854,"type":22,"marks":1855},"Other fees and expenses: ",[1856,1858],{"type":129,"attrs":1857},{"color":773},{"type":38},{"type":18,"attrs":1860,"content":1861},{"textAlign":34},[1862],{"text":1863,"type":22,"marks":1864},"Clients may pay additional costs charged by their custodian or the underlying investments, such as trading/transaction charges and fund-level expenses, which are separate from Strategic Wealth Management’s advisory fees. ",[1865],{"type":129,"attrs":1866},{"color":773},{"type":764,"attrs":1868,"content":1869},{"level":766,"textAlign":34},[1870],{"text":1871,"type":22,"marks":1872},"What is Strategic Wealth Management’s minimum account size?",[1873,1875],{"type":129,"attrs":1874},{"color":773},{"type":38},{"type":18,"attrs":1877,"content":1878},{"textAlign":34},[1879],{"text":1880,"type":22,"marks":1881},"Strategic Wealth Management does not set a firm-wide minimum asset requirement to open an advisory account, which can reduce the barrier to getting started with an advisor. ",[1882],{"type":129,"attrs":1883},{"color":773},{"type":18,"attrs":1885,"content":1886},{"textAlign":34},[1887],{"text":1888,"type":22,"marks":1889},"However, minimums can apply depending on the service used, particularly for written financial plans and certain LPL-sponsored advisory 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",[2096,2098],{"type":129,"attrs":2097},{"color":773},{"type":38},{"text":2100,"type":22,"marks":2101},"Those who prefer app-based investing with minimal human interaction may find the relationship-based model less aligned with their expectations.",[2102],{"type":129,"attrs":2103},{"color":773},{"type":764,"attrs":2105,"content":2106},{"level":766,"textAlign":34},[2107],{"text":2108,"type":22,"marks":2109},"Strategic Wealth Management: Is it secure?",[2110,2112],{"type":129,"attrs":2111},{"color":773},{"type":38},{"type":18,"attrs":2114,"content":2115},{"textAlign":34},[2116],{"text":2117,"type":22,"marks":2118},"Strategic Wealth Management is generally considered secure. ",[2119],{"type":129,"attrs":2120},{"color":773},{"type":18,"attrs":2122,"content":2123},{"textAlign":34},[2124],{"text":2125,"type":22,"marks":2126},"From a regulatory standpoint, Strategic Wealth Management operates as an SEC-registered investment adviser and reports no material legal or disciplinary events that 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Client assets are held with qualified custodians, such as LPL Financial or Fidelity, and clients receive account statements directly from the custodian at least quarterly.",[2135],{"type":129,"attrs":2136},{"color":773},{"type":18,"attrs":2138,"content":2139},{"textAlign":34},[2140],{"text":2141,"type":22,"marks":2142},"In addition, when assets are custodied at LPL Financial or Fidelity, client accounts are covered by SIPC protection provided through those custodians, subject to standard limits and conditions, offering protection in the event of broker-dealer insolvency rather than against market losses.",[2143],{"type":129,"attrs":2144},{"color":773},{"type":764,"attrs":2146,"content":2147},{"level":766,"textAlign":34},[2148],{"text":2149,"type":22,"marks":2150},"Strategic Wealth Management: Customer service",[2151,2153],{"type":129,"attrs":2152},{"color":773},{"type":38},{"type":18,"attrs":2155,"content":2156},{"textAlign":34},[2157],{"text":2158,"type":22,"marks":2159},"Strategic 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