Sullivan Wood Capital Management (SWCM) offers investment management services, providing ongoing supervision of client accounts on a discretionary basis. SWCM also offers general investment and financial consulting services on a project basis, including cash flow planning, estate planning analysis, insurance portfolio review, retirement planning, tax consulting, and other non-investment related advice. All services are tailored to the individual needs of clients.
Assets Under Management$88M
Clients79
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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