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

Would you like to learn more details about our fees and how we can bring value? If so, please click link below to schedule a 30-minute initial consultation.

Strategic Wealth Design

2190 East Pebble Road, Suite 260
Las Vegas, NV 89123

Email: StrategicWD

Fax: 702-907-6444

Office Hours:

Monday: 8:00am-5:00pm

Tuesday: 8:00am-5:00pm

Wednesday: 8:00am-5:00pm

Thursday: 8:00am-5:00pm

Friday: 8:00am-5:00pm

Saturday: By Appointment

Schedule 30-minute Consultation

Use the button below to schedule a complementary introductory call.