Sweyden Dibble
Sweyden Dibble is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in South Windsor, CT, with 34 years of industry experience. Sweyden operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
83 Evergreen Way, Suite 220, South Windsor, CT, 06074
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sweyden is a vested agent for Illinois Mutual, receiving trails only, and spends minimal time on this. He also liquidates keyless remote entry fobs on eBay for a few hours per week and serves on the board of the Baptist Foundation of New England, the Baldwin Yacht Club, and the First Baptist Church Manchester, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Sentra Securities CorporationBroker
Spelman & CO., INC.Broker
Spelman & CO INC
Painewebber IncorporatedBroker
J.C. Bradford & CO.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.