Top financial advisors in Bedford, TX
We’ve curated a list of the best financial advisors in Bedford, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$132,457,538
Number of advisors
5 advisors
| $132,457,538 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bedford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bedford. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$132,457,538 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bedford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bedford. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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