Strategic Wealth Management Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,444,638
Clients
24
Advisors
1
of 1 employees
About
Strategic Wealth Management Solutions, LLC provides customized portfolio management and financial consulting to a limited client base that includes individuals, trusts, estates, charitable organizations, non‑profits, corporations, and ERISA accounts. In addition to ongoing investment management, the firm offers general consulting and specialized 1031 exchange consulting focused on capital‑gains tax deferral vehicles.
The firm manages accounts on both discretionary and non‑discretionary bases, developing asset allocation and rebalancing plans tailored to each client’s objectives and circumstances. Its investment approach uses a mix of long‑ and short‑term strategies and includes traditional holdings as well as non‑traditional solutions such as private placements, exchange funds, Delaware Statutory Trusts, and opportunity‑zone investments; the adviser may also recommend third‑party managers or model portfolios.
What distinguishes this firm from many peers is the combination of services it offers: it makes performance‑based fee arrangements available to qualified clients and accepts charitable, corporate, and other institutional clients—features that are statistically uncommon among independent advisers. The firm also provides hands‑on 1031 exchange consulting and explicit disclosure of procedures intended to address conflicts that can arise from performance fees and side‑by‑side management.
Client services
Expertise
Fee options
Fixed fee not to exceed $19,900 per $1 million subject to 1031 exchange consulting services, negotiable
Up to $300 per hour for consulting services, negotiable
Performance-based fee available for qualified clients: 0.75% fixed fee plus 5% of positive net investment return annually, fees negotiable
Account minimum: $1,000,000 Minimum fee: $4,000 annual minimum fee if account size is less than $1,000,000 Fee-only: Hourly consulting fee of up to $300 per hour, negotiable
Main office
Southern Shores NC
Advisors at this office
1
Most active in
Louisiana · North Carolina · Virginia
Also doing business as
Coastal 1031 Exchange Consulting · Strategic Solutions · Strategic Wealth Management Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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