Somerset Wealth Management (SWM) offers investment advice to individuals and families. SWM creates investment strategies based on clients' goals, risk tolerance, and other factors. SWM manages portfolios using mutual funds, exchange-traded funds (ETFs), and other securities. SWM can manage accounts with or without the client's prior approval for each transaction.
Assets Under Management$13M
Clients59
Advisors2
Avg. per Client$220K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 1.75% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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