Swisher Financial Concepts, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Swisher Financial Concepts manages investment portfolios and provides financial planning services to individuals, families, and businesses. Financial planning includes investment allocation, retirement planning, net worth analysis, and insurance review. The firm manages investments on both a discretionary and non-discretionary basis, tailoring portfolios to client needs and risk tolerance.
Assets Under Management$260M
Clients615
Advisors5
Avg. per Client$420K
Avg. per Advisor$52M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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