Schiff Wealth Advisors manages investment portfolios for individuals, retirement plans, trusts, estates, charities, corporations, and small businesses. SWA works with clients to determine their investment objectives and risk profile, designing a written investment policy. SWA primarily recommends passively managed asset class and index mutual funds, such as Dimensional Fund Advisors (DFA) funds. SWA also provides advisory services to participant-directed employee retirement benefit plans, analyzing the plan’s current investment platform and recommending investment options.
Assets Under Management$40M
Clients61
Advisors1
Avg. per Client$660K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$2,750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.75% |
| $200K - $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
The aggregate fee charged by SWA will never exceed 3.00% of the client’s assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...