SWMG Holdings offers financial planning and investment management services. Financial planning covers areas like estate planning, risk management, and retirement planning. Investment management is discretionary, meaning SWMG Holdings can make trades without asking you first. SWMG Holdings is no longer accepting new clients, but existing clients can open new accounts until May 6, 2026. After that date, all accounts will be opened with OneDigital.
Assets Under Management$430M
Clients464
Advisors4
Avg. per Client$920K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$130K
Planning is included in investment management
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Minimum annual fee of $1,500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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