Southwest Money Management serves Taft Hartley Health and Welfare Trust Funds, creating custom investment guidelines and portfolios. The firm focuses on preserving and protecting funds with investments in short-dated FDIC-insured CDs and U.S. government/sovereign debt. The service is flexible and adapts to changing benefit costs, union contracts, and the economy.
Assets Under Management$290M
Clients5
AdvisorsN/A
Avg. per Client$58M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20.0M | 0.25% |
| $20.0M - $60.0M | 0.13% |
| $60M+ | 0.06% |
Fees are negotiable and may be a fixed monthly amount for smaller clients. Percentage fee clients are billed quarterly, payable monthly.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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