Sweeney & Michel offers investment advice and financial planning to individuals, families, and businesses. As a legally required fiduciary, Sweeney & Michel aims to understand clients' goals and risk tolerance. Services include wealth management (through bundled fee accounts), financial planning (covering investments, retirement, estate, taxes, and insurance), and retirement plan consulting for employers.
Assets Under Management$750M
Clients688
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$250M
Fee Structure
Planning is included in investment management
Sweeney & Michel offers investment management through bundled fee accounts. Please see the Wrap Fee Program Brochure for complete information regarding this advisory service.
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