Peter Swan is a registered investment advisor at Managed Asset Portfolios, LLC, based in Rochester, MI, with 21 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,607 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Enhanced Income (primarily bond) portfolios are generally assessed a fee at a maximum annual rate of ½ % of assets. Balanced (stock and bond) portfolios are generally assessed a fee at a maximum annual rate of 1 % of assets. U.S. Multi-Cap, Global Equity, Global Equity – ADR, and Global Equity Ex-Options (stock) portfolios are generally assessed a fee at a maximum annual rate of 1¼ % of assets. MAP historically has had different fee rates, and therefore existing clients may be subject to different fee rates including lower rates. Upon request, Adviser may negotiate or waive advisory fees due to a variety of factors, including: account inception date, account value, aggregate value of client-related portfolio accounts, and the level of services provided.
Fee Estimator
Location
950 W. University, Suite 100, Rochester, MI, 48307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Managed Asset Portfolios, LLC
State Registrations1 state
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