Our Fees
Our Fees
At Strategic Wealth Design, our compensation is based on fees plus commissions. We charge fees on financial planning and investment management services, and receive commissions on fixed insurance products.
Financial Planning Services
We offer three tiers of financial planning services, from basic to comprehensive, depending on your needs and preferences.
Investment Management Services
Our investment services fees are based on the amount of assets under management and have tiered discounts built in as your assets grow.
Commissions
We are independent brokers and receive commissions when we help fulfil a need for an insurance product.
Fee-Based Services
Financial Planning
Retirement Income Planning
Tax Planning and Projections
Estate Planning
Business Planning
Investment Services
Corporate Retirement Plans
Commission Products
Life Insurance
Disability Insurance
Long-term Care Insurance