SWBC Investment Company is a registered investment advisor headquartered in San Antonio, Texas, offering portfolio management, financial planning, and third-party money manager selection. SWBC Investment Company manages portfolios using internal strategies as well as model portfolios developed by third-party managers, accommodating reasonable client restrictions such as environmental, social, and governance preferences. For individuals, SWBC Investment Company provides personalized financial planning ranging from broad-based plans to targeted, single-subject guidance, along with ongoing consultations. The registered investment advisor also advises private investment funds and provides institutional-grade asset management services. SWBC Investment Company's investment professionals may also act as registered representatives of an affiliated broker-dealer or as licensed insurance agents, creating potential conflicts of interest regarding commission-based products and insurance sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable. Maximum fees are shown. Accounts of $5,000,000 or more have fully negotiated rates.