W. Swartz & Co. meets with clients to evaluate their investment needs, goals, and objectives. They work with clients to create a customized portfolio based on their objectives, time frame, and risk tolerance. W. Swartz & Co. manages portfolios on a discretionary or non-discretionary basis, using fundamental analysis to purchase securities. They may also provide financial planning services on a consultative and unpaid basis.
Assets Under Management$30M
Clients78
Advisors2
Avg. per Client$380K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.70% |
The fee is negotiable and the client may combine multiple accounts within the same household to achieve a lower fee. Accounts under $10,000 will not be charged an annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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