Strategic Wealth Management Solutions (SWMS) provides investment advice and portfolio management, both with and without the authority to make trades without asking first. SWMS tailors its advice to your financial situation and goals, using various traditional and non-traditional investments. SWMS also offers hourly consulting services to provide assessment and ideas for consideration on topics related to a client's financial circumstances.
Assets Under Management$32M
Clients41
Advisors1
Avg. per Client$790K
Avg. per Advisor$32M
swmsllc.com ·www.feeonlynetwork.com/financial-advisor/arthur... ·www.findmyfiduciary.com/all-advisors
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
A reduced fixed fee arrangement of 0.40% is available for accounts that are overwhelmingly comprised of Certificates of Deposit, Bonds, or Private Placements. SWMS also offers performance-based fees to high-net-worth clients. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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