Sweetwater Financial Advisors provides customized investment advisory services, including portfolio management and financial planning. They work with clients to understand their financial situation, goals, and risk tolerance to determine a suitable investment strategy. Sweetwater primarily uses mutual funds, exchange traded funds, and individual stocks. They offer both discretionary and non-discretionary portfolio management.
Assets Under Management$84M
Clients368
Advisors2
Avg. per Client$230K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. SFA can elect to impose a minimum annual fee of $5,000. Also offers a performance-based fee arrangement for certain clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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