Swyden Asset Management offers ongoing investment management services to individuals, families, and businesses. The firm creates tailored investment plans based on each client's needs and goals. Swyden Asset Management monitors and reports on investments, and clients can set restrictions on the types of investments used.
Assets Under Management$53M
Clients47
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.55% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.45% |
Fees are negotiable in limited instances at the firm’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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