Robert Swan
Robert Swan is a registered investment advisor at Swan Global Investments, LLC, based in Durango, CO, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 1,231 clients with $2.4B 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% |
Fees range between 0.50% and 1.25% annually and are negotiable based on account size.
Fee Estimator
Location
1099 Main Ave, Suite 206, Durango, CO, 81301
Get directionsHistory
Regulatory History (1)
Criminal
March 1984Other Business Activities
Robert is a Director of Operations and part owner of Object Publishing Software, Inc., a print publishing automation services company. He has been involved with the company for over 10 years and dedicates about half of his time to it.
Employment History
Current Registrations
Swan Global Investments, LLC
State Registrations1 state
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.
Exams
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