Nathan Fischer is a CFA-designated registered investment advisor at Swp Investment Management LLC, based in Independence, OH, with 5 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SWP Investment Management LLC manages Exchange Traded Funds (ETFs) and charges a percentage of the assets managed within those funds. The specific fee is detailed in the ETF's prospectus.
Location
5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Swp Investment Management LLC
Strategic Wealth Partners, LTD.
State Registrations1 state
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