Sws Partners, LLC
Assets Under Management
$359.7M
Number of Clients
169
Number of Advisors
4
Avg. Portfolio per Client
$2.1M
Avg. Managed per Advisor
$89.9M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
SWS Partners offers personalized financial planning, investment management, and consulting services. They work with individuals, multi-family offices, pension plans, trusts, estates, charities, and small businesses. SWS helps clients determine financial objectives, identify challenges, and plan for retirement, taxes, and estates. They manage client accounts primarily on a discretionary basis, tailoring strategies to meet individual investment goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.90% |
SWS Investment Management fee is 0.50% on select SMA stock portfolios, in addition to wrap fees. SWS reserves the right to lower fees at its discretion.
Fee Estimator
Areas of Practice
Location
230 West Street, Suite 500, Columbus, OH, 43215