Sewickley Financial offers investment advice and portfolio management services based on individual client goals and risk tolerance. They create a plan for each client to aid in selecting a portfolio that matches their specific situation. Sewickley Financial also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, and college planning. They primarily recommend U.S. equities, mainly within the S&P 500.
Assets Under Management$11M
Clients11
Advisors1
Avg. per Client$1M
Avg. per Advisor$11M
www.sewickleyfinancial.com ·twitter.com/sewickleyfin ·www.linkedin.com/in/sewickleyfinancialericcarlson
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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