Assets Under Management
$401.7M
Number of Clients
463
Number of Advisors
4
Average Client AUM
$868K
AUM per Advisor
$100.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
SWMG Holdings, LLC offers financial planning, consulting, and discretionary portfolio management. Financial planning covers areas like estate planning, risk management, and retirement. Consulting addresses specific needs like budget planning and debt management. Portfolio management implements client-specific financial plans.
| Assets Under Management | 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 at SWMG Holdings, LLC's discretion.
3625 Cumberland Boulevard, Suite 1485, Atlanta, GA, 30339