Sirius Wealth Management Strategies (SWMS) provides investment management and financial planning services. SWMS works with tax planners and legal teams to offer financial planning and risk mitigation strategies. Investment solutions are tailored to each client’s risk tolerance, time horizon, and liquidity requirements. SWMS offers discretionary investment management services that include investment education, identification of appropriate investment strategies, defining client risk tolerances, directing investment implementation, and monitoring client portfolios.
Assets Under Management$93M
Clients52
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$93M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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