Clifford Swan Investment Counselors offers investment advice and manages portfolios for individuals, families, charities, and businesses. Services include financial planning covering cash flow, retirement, investments, taxes, estate planning, insurance, education funding, and business owner consulting. Clifford Swan uses sub-advisors for certain strategies, while retaining oversight.
Assets Under Management$4.5B
Clients970
Advisors17
Avg. per Client$4.6M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
For a fixed-income only relationship, the fee schedule is negotiable, starting at 0.40% on the first $2.5 million. Clients utilizing Gateway as a sub-adviser, fees are charged an additional 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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