Strategic Wealth Management Group

Wealth Management Firm in New York, NY

Firm Info
Address: 250 W 57th St #2322, New York, NY 10107, USA
Website:
Phone: 212-489-0100

Firm Size
Assets Under Management: $807.3 million
# of Advisors: 5
# of Clients: 764
Client to Advisor Ratio: 153:1
Average Account Size: $1.1 million
# of Offices: 5

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Other Investment Advisors

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Strategic Wealth Management Group Overview

Strategic Wealth Management Group is a fee-based Registered Investment Advisory firm based in the bustling city of New York, NY. The firm has been in business since 2005, providing investment advice to individuals and small businesses. As an investment advice only firm, the team at Strategic Wealth Management Group is dedicated to helping clients make informed investment decisions to help them achieve their financial goals. The firm offers a range of services, including portfolio management for individuals and small businesses, pension consulting services, and selection of other advisors. They also offer consulting services, providing their clients with the necessary tools and information to make informed decisions. With a fee-based arrangement, Strategic Wealth Management Group operates with the best interests of their clients in mind. They believe in transparency, communication, and building strong relationships with their clients. Their team of experienced professionals is committed to providing personalized service to each of their clients to help them achieve financial success.

The STRATEGIC WEALTH MANAGEMENT GROUP caters to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other investment advisors. With their expertly crafted investment solutions and personalized approach, they cater to the unique financial objectives of each client. They have extensive experience in developing tailored investment strategies, ensuring that their clients' financial goals are met. STRATEGIC WEALTH MANAGEMENT GROUP offers a variety of fee structures depending on the service provided. Clients can choose from a percentage of AUM, hourly rates, or fixed fees. The percentage of AUM is a fee calculated as a percentage of a client's total investment portfolio value. Hourly fees are charged for specific services provided, such as tax or financial planning. Fixed fees, on the other hand, are a flat rate, irrespective of investment amounts. This flexibility ensures that clients can choose a fee structure that is best suited to their unique financial situation and objectives. STRATEGIC WEALTH MANAGEMENT GROUP believes in transparent pricing, ensuring that clients are aware of all fees upfront, and there are no hidden costs.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Strategic Wealth Management Group, there is no note mentioned about their investment minimum. It is unknown what their investment minimum is and further inquiry may be necessary for potential clients seeking this information.

How This Office Can Help New York, NY Residents

Strategic Wealth Management Group provides comprehensive financial planning services for individuals and businesses in New York, NY. Their team of experienced advisors understands the unique financial challenges facing those living in the city, such as high living costs, rising property values, and fluctuating markets. They work closely with clients to develop personalized strategies to help them achieve their financial goals and build long-term wealth. Some common financial situations clients in New York, NY might face include managing high levels of debt, investing in real estate, navigating complex tax laws, and planning for retirement in a city with a high cost of living. Strategic Wealth Management Group helps clients address these challenges through a combination of investment management, financial planning, tax planning, and estate planning services. They also provide ongoing guidance and support to help clients stay on track and adapt to changing circumstances.

To view the Minimum Investment and Fee Schedule for Strategic Wealth Management Group, visit their Part 2 Brochure.

Services Offered by Strategic Wealth Management Group

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Strategic Wealth Management Group most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 250 W 57th St #2322, New York, NY 10107, USA
Phone 212-489-0100
Directions
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Other Office Locations

Displaying 4 office locations:

  • Kings County, NY
  • Montecito, CA
  • Peoria County, IL
  • Sylvania, OH

State Registrations

Strategic Wealth Management Group is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • New Jersey
  • New York
  • Texas

Disciplinary History

Strategic Wealth Management Group does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023