Sard Wealth Management Group (SWMG) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. SWMG creates customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks and bonds. SWMG also offers financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs.
Assets Under Management$460M
Clients325
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable. Certain legacy clients may be billed under a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...