SWAN DFW Financial Solutions provides investment advice, asset management, and financial planning services to individuals and business owners. They help clients develop and execute plans to build and preserve wealth. Services include creating custom-tailored portfolios, monitoring accounts, and providing regular communication. They can also create an Investment Policy Statement to guide your wealth management program.
Assets Under Management$34M
Clients112
Advisors2
Avg. per Client$300K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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