Strategic Wealth Partners Fees & Minimum

Overview

Headquarters: Franklin, TN
Total Firm Assets: $102 million
Average High-Net-Worth Client Portfolio Size: $0.5 million
Stated Minimum Account Size: $25,000

Fee Disclosure

Source: ADV 2A BROCHURE - STRATEGIC WEALTH PARTNERS LLC (2026-07-16) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.75%
$500,001	and above	1.55%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$16,500	1.65%
$5 million	$78,500	1.57%
$10 million	$156,000	1.56%
$50 million	$776,000	1.55%
$100 million	$1,551,000	1.55%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 100.00%
Number of High-Net-Worth Clients: 212
Total Client Accounts: 672
Discretionary Accounts: 672

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 336564

ADV 2A BROCHURE - STRATEGIC WEALTH PARTNERS LLC (2026-07-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Strategic Wealth Partners LLC