Saxon Woods Advisors (SWA) manages investment portfolios for clients based on their individual needs and goals. SWA develops a personalized investment plan through discussions with clients. SWA manages accounts on a discretionary basis and offers portfolio models with varying risk levels. SWA may also provide information on unregistered pooled investment vehicles managed by its affiliate, AWCI.
Assets Under Management$680M
Clients157
AdvisorsN/A
Avg. per Client$4.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This rate applies to equity investments. Fixed income and money market investments are charged 0.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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