Ian Mayville
Ian Mayville is a registered investment advisor at Swords Capital Management, LLC, based in Blue Ridge, GA, with 29 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 67 clients with $47M 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 | 1.50% |
For SWM accounts, the minimum is $25,000 for assets under management. Fees are generally negotiable.
Fee Estimator
Location
Blue Ridge, GA
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2006Other Business Activities
Ian is associated with Swords Capital Management, LLC, acting as a DBA for LPL business and providing investment advisory services. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Swords Capital Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Ash & CO. IncorporatedBroker
State Registrations9 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.