SWS Advisors manages investment portfolios and provides financial planning services to individuals, corporations, businesses, and charitable organizations. Investment advice is tailored to each client's needs and goals. Financial planning covers areas like life insurance, tax concerns, retirement, college, and debt/credit planning. Advice may also be given on an hourly or project basis.
Assets Under Management$51M
Clients450
Advisors7
Avg. per Client$110K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are lower for variable annuities.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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