Swan Global Management provides investment management through its Defined Risk Strategy (DRS). The DRS is an index-based strategy designed to protect investors from market declines, provide income, and benefit from market appreciation. Swan also acts as a sub-advisor to mutual funds and ETFs. The firm manages client assets mostly on a discretionary basis.
Assets Under Management$2.4B
Clients1,969
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$2.4B
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Swan Global Management charges a percentage of the total amount you invest. This fee is negotiable and ranges from 1.00% to 2.00% per year. The fee is calculated daily, monthly, or quarterly, as agreed upon in your client agreement.
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