The Swanson Financial Group offers financial planning and investment management services. Financial planning includes evaluating your financial situation, goals, and risk tolerance to provide recommendations on financial and cash management, risk management, estate planning, tax issues, retirement planning, educational funding, and goal setting. Investment management is non-discretionary, meaning Swanson Financial will get your approval before making any trades.
Assets Under Management$31M
Clients45
Advisors1
Avg. per Client$690K
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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