Sweeney Asset Management offers continuous investment advice based on individual client needs. This includes creating an investment plan based on your goals, risk tolerance, and investment style. Sweeney Asset Management also refers clients to a third-party manager, Crawford Investment Counsel Inc., for professional asset management. Sweeney Asset Management also offers services to retirement plans, including consulting on investment policy, investment selection, monitoring, and participant education.
Assets Under Management$29M
Clients26
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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