Swarthmore Asset Management provides tailored investment advice to individuals, trusts, corporations, charities, and self-directed pension plans. They invest in stocks, bonds, mutual funds, and exchange-traded funds, but not currencies, commodities, or real estate directly. Swarthmore works with clients to understand their investment goals, resources, and risk tolerance, and clients can place restrictions on certain investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee for court appointed guardianship accounts and trusts is above 1% for accounts under $7 million. Clients who are members of the immediate families of Swarthmore employees may pay less than 1% on an annual basis, as does the minor child of one client, one legacy client, and one client with assets under management over $10 million. Where we have waived the minimum annual fee, we generally charge more than 1% per year.