Frank K. Swyden Asset Mngt Inc provides ongoing portfolio management services to individuals, families, and businesses. The firm builds diversified portfolios by combining quantitative screening with fundamental analysis to select stocks and fixed-income securities. Frank K. Swyden Asset Mngt Inc operates on a discretionary basis, meaning the firm makes and implements investment decisions on your behalf based on your specific risk profile and goals. As a registered investment advisor, Frank K. Swyden Asset Mngt Inc is legally required to act in your best interest.
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 generally deducted directly from client accounts on a quarterly basis and are negotiable in limited instances at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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