Swanson River Capital Management offers investment advisory services to separately managed accounts and manages a private investment fund. The firm creates and manages portfolios based on clients' individual needs, objectives, time horizons, and risk tolerance. Investment recommendations include exchange-listed securities, over-the-counter securities, foreign issuers, warrants, and various debt securities.
Assets Under Management$17M
Clients1
Advisors1
Avg. per Client$17M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees may be subject to negotiation based on special circumstances. Fixed income is charged a flat rate of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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